As the title says, I’m interested to see what others think of factor tilting in a Boglehead type portfolio. My current portfolio is below and while I believe that a factor tilt can have an advantage in long horizon investing, I’m not sure how much allocation is too much.

ROTH IRA

70% VT
10% SPMO (Large cap momentum)
10% AVDV (Small cap value international)
10% AVUV (Small cap value US)

Brokerage

90% VTI/VXUS (70% VTI, 30% VXUS)
10% AVGV (Broad market value)

I’m getting married next May, and while I already have the wedding expenses covered, I would love to throw some money in the market for a year and do some gambling (without the blackjack table). I was thinking SMH and TQQQ, does anyone have an opinion on ETFs that they think will do great until next summer? I am completely fine with losing all my principal if things turn sour.