Top holdings in my portfolio

@shy.steven

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Why it worked

The video provides valuable financial information in an easily digestible format, appealing to viewers interested in personal finance and investing. The creator's personal experience and clear explanations make the content relatable and trustworthy.

Summary

A 21-year-old investor shares the top three holdings in their portfolio: QQQM (Nasdaq 100), VOO (S&P 500), and SPMO (momentum-based ETF). They explain their reasoning for choosing each, emphasizing long-term growth, lower expense ratios, and historical performance.

Structure

1Introduction and investment goals
2QQQM as a growth holding
3VOO as a foundational holding
4SPMO as a momentum-based ETF
5Comparison of SPMO and VOO performance
6Long-term investment strategy

Product placement

The video discusses and displays information about three ETFs: QQQM, VOO, and SPMO. It shows their expense ratios and growth charts.

On-screen text

Top holdings in my portfolio (21 years old) 1. QQQM Expense Ratio QQQ 0.18% QQQM 0.15% 2. VOO SPY 0.09% VOO 0.03% 3. SPMO Growth of $10,000 Mon 2015-10-12 to Wed 2026-03-25 SPMO $10,000.00 $52,108.37 Invesco S&P 500 Momentum ETF Exchange-Traded Fund VOO $10,000.00 $39,059.62 Vanguard S&P 500 ETF Exchange-Traded Fund Full chart since 2015 Annual Returns Year 2026 (YTD) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 SPMO -3.08% +26.68% +45.82% +17.56% -10.46% +22.64% +28.75% +25.93% -0.92% +27.76% +7.36% +2.79% VOO -3.42% +17.82% +24.98% +28.32% -18.17% +28.79% +18.32% +31.36% -4.50% +21.77% +12.17% +1.33%

Original caption

Top holdings in my portfolio #money #PersonalFinance #wealth #investing #portfolio

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Transcript

I'm 21 years old. I started investing last year and I'm on track to have six figures invested by the end of the year. These are the top three biggest holdings in my portfolio right now. The last one might shock you. Um, I am not a financial advisor and this is not financial advice. I'm just telling y'all what I'm doing. First is QQQM. It's the growth portion of my portfolio. It tracks the Nasdaq 100. Um, I am high on tech, especially into the coming years with all this AI stuff going on right now. Um, I can afford the volatility and that's why it's such a huge, um, portion of my portfolio because of my age and I'm also trading, um, investing for the long term. Um, it also has a lower expense ratio than QQQ, that's why I use it. Um, QQQ is for day traders. Next is VOO. This is the foundation of my portfolio. It tracks the S&P 500, 500 of the, you know, the best US companies. Um, I like it because it has a lower expense ratio than other S&P 500 funds like SPY or others like that. The last one is SPMO. Um, this is a momentum based ETF. It holds stocks that are doing well and it also cycles out the ones that aren't doing well anymore. Um, I also like this really because since 2015, it has had higher highs than the S&P 500 and better lows than the S&P 500. So that's why, you know, I'm a believer in investing in it. Um, if you look at it, I have a lot of overlap, but I believe again that the US and the stocks that we have here are going to do well in the next coming years. I'm not trading for right now, even though I know that the international, um, stocks did better last year. I'm not trading for right now. I'm trading for 20, 30 years from now. Yeah.