A few Blossomers have asked me whether REQT was essentially dead now that I've come full circle, back to FEQT as my core holding with an innovation satellite. Fair question! And I can certainly understand why. Over the past few months, as you can see in my profile posts (I have documented all my journey), I've experimented with quite a few different portfolio structures, including a rather elaborate 14-ETF setup with carefully balanced regional allocations, global indexes and factor exposures. But that's precisely what REQT was meant to be: an ongoing experiment in portfolio construction. And perhaps the biggest lesson I've learned from this whole exercise is that reinventing the wheel DOES NOT necessarily add value. I've spent considerable time trying to optimize something that Fidelity has already done a pretty good job of building with FEQT. So why complicate things? Today, REQT is simpler than ever: - $FEQT is once again the core, providing diversified global equity exposure through a systematic combination of investment factors. - $FINN remains my innovation and steroid growth satellite, actively managed by Mark Schmehl, whose investment approach I continue to believe in. - I have temporarily replaced $ORBX with $LUNR , a more concentrated, high-conviction position in Intuitive Machines. I believe LUNR has the potential to recover faster than the broader space ETF, which includes several companies I'm simply not as confident in. Of course, that also means accepting considerably more single-stock risk. So, RIP REQT? Quite the opposite! The experiment did exactly what it was supposed to do: help me discover what adds value, what doesn't, and what I really need. Simplicity wins. Welcome to REQT, refined! 💪🚀
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2 Comments
Rabid Money Badger
@riggs · 52m
I’ve also come to the realization that simple is better. I didn’t go the extent you did in your experiment though. I used to have over 100 different income ETF’s and now I’m down to basically 3 and they are doing everything I need.
Clantosa
@clantosa · 31m
I too tried to beat the EQTs and I think I've come short too. My goal was to attain the same total return but do it in a risk adjusted manner (less volatility). Like many already have I too will eventually be 100% EQT. You really can't compete on a longterm basis and unless you think you can time market rotations then I think this simple strategy is going to be the winner in the end
EVID Wealth@evidwealth · 47sec
Funny how we all seem to go through this same journey (just with a different style). 👍
Mike L
@noviceadvisor · 1h
I'll go redesign the redesign of the redesign. Half off all the old reqt merchandise 😆 🤣
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