S&P 500 ETF investing for retirement

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

  1. BMK

    BMK

    I would buy SPY as a lump sum and hedge it with a collar
    OTM short call and OTM long put
    maybe go out 9 months or a year for expiration
    Strikes will depend on your tolerance for risk
     
    #21     Oct 21, 2023
  2. %%
    THATS why so few would even consider a lump sum, even if it worked in SEPT or OCT + it did not work well than .Actually Dave Ramsey 4 or 5 fund plan has less risk than most any single stock plan, unless you are Peter Lynch.
    I've done dividend ETFs.
    I prefer private sector money market investments + ETFs like QQQ+ related SPY related trades. NOV tends to be up in SPY, but could easy \chop around 200dma.
    I also like his post #19; but SCHW money market much more than any kind of bonds.
    IBKR + Fidelity have some good money markets, but do your own research.
     
    #22     Nov 2, 2023
  3. ryanjt

    ryanjt

    Unfortunately SPY returns are increasingly focused on 5-7 stocks so concentration is a lot higher than it looks on paper.
    You might try a blend of SPY / IWM (Russell 2000) to get some broader diversification.
     
    #23     Nov 3, 2023
    engineering and murray t turtle like this.
  4. %%
    Good 500+points , good %;
    but that'$ =sop, standard operating procedure+ just shows how hard it is to pick top trending stocks.
    Like Dave ramsey noted 4or 5 stock funds+ Real Estate + business...... [+book trades i dont do much of that/ but give some away.]
    Dave ramsey traded his lawn care guy a .22 rifle for that service. Never have done that, but got a knife today , before markets opened , from the metals deal=worth more than scrap metal/ 100% sure of thatLOL:D:D
     
    #24     Nov 3, 2023
  5. iprph90

    iprph90

    Perhaps this may be of use to some.

    Edit: Note, these are rolling returns which probably gives more clarity on the time you are actually in the market
     
    Last edited: Nov 11, 2023
    #25     Nov 11, 2023