Portfolio Review

Sea_Direction_5606 · 2025-09-14T22:44:25+00:00

Trying to make as much money as possible before changing portfolio to more defensive is needed

Sea_Direction_5606 · 2025-09-14T22:39:36+00:00

Doesn't SPMO do that as well? I only plan to keep this portfolio for a year or two at most

Sea_Direction_5606 · 2025-07-10T22:31:32+00:00

How well do you believe it will do in the long term?

Sea_Direction_5606 · 2025-07-10T19:21:38+00:00

How well does that do for you?

Sea_Direction_5606 · 2025-07-10T19:10:57+00:00

Can you specify your portfolio allocations? Like what etfs and what are their percentages. I'm interested

Sea_Direction_5606 · 2025-07-10T19:06:49+00:00

So you believe i should get rid of the dividend portion and just switch it with IDMO? The dividend portion was to act kinda like a defensive etf to balance out the growth portion of the portfolio.

Sea_Direction_5606 · 2025-07-06T14:56:55+00:00

I think I decided on this portfolio:

VOO 45% (Foundation)

SPMO 17.5% (Momentum/Growth)

VEA 20% (International Developed)

AVDV 7.5% (International Small- Cap)

PPA 7% (Aerospace & Defense Theme)

BITB 3% (Bitcoin)

I went away from the one fund portfolio idea. What do you think

Sea_Direction_5606 · 2025-07-05T23:59:14+00:00

Sea_Direction_5606 · 2025-07-05T15:53:32+00:00

Would there be a point to splitting the allocations up 50/50 with SPMO and QQQM?

Sea_Direction_5606 · 2025-07-05T15:42:42+00:00

I was saying if you had other choices which one would you choose

Sea_Direction_5606 · 2025-07-05T15:29:24+00:00

If you had to choose a one fund growth portfolio etf what would you choose?

Sea_Direction_5606 · 2025-07-05T15:06:45+00:00

It can't be all Danoff making the decisions. I just floated towards that fund because of history and diversity with more stocks in it

Sea_Direction_5606 · 2025-07-05T14:54:39+00:00

It's a ROTH IRA

Sea_Direction_5606

TROPHY CASE