S&P 500 ETF investing for retirement

Discussion in 'ETFs' started by Michael_, Oct 15, 2023.

  1. Michael_

    Michael_

    This is a theoretical question.
    Lets say you had a nice 6 oder 7 figure sum that you would like to invest in the VOO S&P 500 ETF for retirement.

    How would you do that?

    Investing the lump sum could go horribly wrong if you invest at the wrong time.
    DCA every month over 20-30 years (if you have that much time) would cost you a fortune in compound interest.

    So what would you do?

    In this theoretical example your retirement would NOT be solely dependent on the outcome of this investment
    YET you want to do everything you can on your side to avoid loosing money on that S&P 500 investment.

    So what would you do?
     
    murray t turtle likes this.
  2. BKR88

    BKR88

    1-DCA. You can get more than 5% now parked in cash while waiting.
    2-Sell slightly OTM cash-secured puts. Keep the premium if they expire OTM or take the equity if they end ITM.
     
  3. qwerty11

    qwerty11

    So you actually want to know if this is a good moment to buy S&P 500?
     
  4. maxinger

    maxinger

    2 possibilities :


    lump sum buy / buy DCA every month

    lump sum sell / sell DCA every month


    If you make the wrong choice, your retirement fund will be zero.
     
  5. Specterx

    Specterx

    You could DCA in over a period of 4-5 years. But understand it’s purely psychological. Imagine you bought 100% in stocks back in 1982 and your entire account balance is accumulated profits; would you be going to cash now?

    The real question isn’t how to game/time the market but rather proper portfolio allocation. Nothing says you have to be 100% in stocks, but the allocation decision should be based on fundamentals and portfolio balance considerations rather than fear of “buying the top”.
     
  6. Burnibou

    Burnibou

    Investing a large sum of money requires careful planning and consideration of several factors, including your financial goals, risk tolerance, and investment horizon.
     
  7. jys78

    jys78

    Math and history say invest the entire lump sum at once. But the investment plan that's "right" for you is the one you can stick too; if that's too scary, you could DCA in over several years... I agree trying to spread it over decades would be stupid and expensive.
     
  8. 2rosy

    2rosy

    Dca on the dip. You can buy 1 share a day commissions are zero. Sell puts when there's panic or pandemic :D
     
  9. %%
    Same thing we told when SPY was bit higher last month;
    scale in. VOO 8% buy , but SPY is 8%buy on barchart.com,SPY= liquidity leader, no getting around that.
    barchart.com says 8% SPY buy. King Solomon noted 7-8 ventures , not 20-30
    You are the one that started late, no problem;
    but
    borrow or buy the book StarT Late Finish Rich\ he said skip the Starbucks coffee LOL. Good
    SPYV is such an underperformer, dont buy much of that if @ all LOL:D:D.I seldom do that .
    HINT ,OCT is seldom a top in 4th quarter/more like a bottom; SPY, DIA, DOW,QQQ.
    Sorry my buy SPYG order for hours did not get filled today, SPYG usually beats SPY + VOO;
    that's ok.
     
  10. Murray, my good man, the Bundesnachrichtendienst just phoned and want to know if they can use your unique (n=1) homegrown dialect and frugal punctuation style as a replacement for their mid-20th century Enigma Cipher?

    Meanwhile, here on this honeypot for the special olympians of trading, we may need to revive Turing to reveal your meaning.
     
    #10     Oct 17, 2023
    albion and murray t turtle like this.