The creator expresses disappointment that Meta was removed from SPMO, believing its current price is a steal, but understands it's due to the ETF's momentum strategy.
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📈BUYING HEAVY: SPMO Consistently Smashes S&P500 (Best Growth ETF 2026)
The creator highlights SPMO as a top-performing growth ETF that consistently outperforms the S&P 500, especially in bull markets, due to its momentum-based strategy. Despite potential volatility in choppy markets, SPMO's historical performance, lower drawdowns, and disciplined rebalancing make it a compelling investment, with the creator personally buying heavily into it.
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Robinhood is mentioned as a small, almost insignificant position within the SPMO ETF.
Monster Beverage Corp is a notable holding in SPMO, with the creator expressing positive sentiment towards its numbers.
Lockheed Martin is mentioned as a notable holding within the SPMO ETF.
Seagate Technology is highlighted as a notable name within the SPMO ETF's holdings.
Applied Materials is mentioned as a notable holding within the SPMO ETF.
Palantir is still held within the SPMO ETF, though at a smaller allocation of 1.87%.
General Electric is listed as one of the top 10 holdings in the SPMO ETF.
RTX is mentioned as being part of the top 10 holdings in the SPMO ETF.
Caterpillar is mentioned as one of the top holdings within the SPMO ETF.
Lam Research Corp is listed among the top holdings of the SPMO ETF.
Exxon is mentioned as part of the top 10 holdings in the new SPMO ETF.
Johnson & Johnson is a new top five holding in SPMO, indicating its inclusion due to strong performance.
Micron is a new top holding in SPMO, now at the third position, indicating strong recent performance.
Broadcom is a significant holding in SPMO, currently at 7.19%, and was previously a top holding.
Nvidia is a top holding in the new SPMO ETF, representing 9.23% and is a key driver of performance.
VXUS is part of a diversified portfolio, making up 24% of international holdings.
VNQ is included as an 8% allocation in a diversified portfolio example, representing real estate.
VTI is mentioned as a component of a diversified portfolio, representing 48% of US stocks in the total US stock market.
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