u/areyoulookingclosely

Bullish 🚀

Hello, I have a mix of ETFs in my/wife's retirement accounts and planning to trim and just focus on the below 5. I'm planning to DCA over the next 1-2 years.

SPMO 20%

See this as sp500 on steroids and will be the core holding. Was thinking to add some VOO but dropped as it's a lot of overlap. I understand momentum cuts both ways - it was painful to see the dips early this year due to war but long term I believe in this strategy.

FMTM 20%

Came across this recently. I like the idea of monthly rebalancing and cutting losers soon based on momentum. I also like the fact that this doesn't hold any biggies and has minimal overlap with spmo and AI stocks. Kind of shields when tech is in red. This also seems too be relatively stable during war when market was in free fall and pairs well with spmo

DRAM 20%

I believe in thesis that memory is a severe bottleneck and there's room to run for at least 1+ye. MU, SKHY PE ratio shows it's still a value add. I have been buying this on red. Maybe, I could increase my allocation further to 30%?

SMH 20%

Similar thesis. AI is here to stay and I think we're still at 10% penetration. Just like how every device in the house incl tv, refrigerator, ac are all connected to internet(which would have been an unpopular opinion 2 decades back), I see every device getting actually "smart" aka llm powered interactions. Chips would be everywhere and hardware isn't something you can accelerate production unlike software. The demand for semi conductors would continue to stay or increase, at least for next 3-5 yrs

QQQM 20%

This is where I'm on the fence. QQQ holdings have a large overlap with above. Thinking I should reduce this to 10%. Or should I just buy VGT for tech or individual stocks like goog, amzn etc..?

Feel free to poke and give your recommendations. Don't have any strong inclinations(except DRAM ;)) and flexible to pivot as it's all roth

Hello, I have a mix of ETFs in my/wife's retirement accounts and planning to trim and just focus on the below 5. I'm planning to DCA over the next 1-2 years.

SPMO 20%
See this as sp500 on steroids and will be the core holding. Was thinking to add some VOO but dropped as it's a lot of overlap. I understand momentum cuts both ways - it was painful to see the dips early this year due to war but long term I believe in this strategy.

FMTM 20%
Came across this recently. I like the idea of monthly rebalancing and cutting losers soon based on momentum. I also like the fact that this doesn't hold any biggies and has minimal overlap with spmo and AI stocks. Kind of shields when tech is in red. This also seems too be relatively stable during war when market was in free fall and pairs well with spmo

DRAM 20%
I believe in thesis that memory is a severe bottleneck and there's room to run for at least 1+ye. MU, SKHY PE ratio shows it's still a value add. I have been buying this on red. Maybe, I could increase my allocation further to 30%?

SMH 20%
Similar thesis. AI is here to stay and I think we're still at 10% penetration. Just like how every device in the house incl tv, refrigerator, ac are all connected to internet(which would have been an unpopular opinion 2 decades back), I see every device getting actually "smart" aka llm powered interactions. Chips would be everywhere and hardware isn't something you can accelerate production unlike software. The demand for semi conductors would continue to stay or increase, at least for next 3-5 yrs

QQQM 20%
This is where I'm on the fence. QQQ holdings have a large overlap with above. Thinking I should reduce this to 10%. Or should I just buy VGT for tech or individual stocks like goog, amzn etc..?

Feel free to poke and give your recommendations. Don't have any strong inclinations(except DRAM ;)) and flexible to pivot as it's all roth