- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Should I consolidate my VOO, VGT, and VUG holdings into a single ETF?
Posted on 6/22/26 at 3:29 pm
Posted on 6/22/26 at 3:29 pm
I have a good bit of each in a Roth but am now wondering about redundancy.
VOO and chill? Ot am I overthinking it.
Thanks
VOO and chill? Ot am I overthinking it.
Thanks
This post was edited on 6/22/26 at 3:42 pm
4
Posted on 6/22/26 at 3:33 pm to weagle1999
Put them in your fav AI to analyze their correlation and redundancy between them and recommend ETF choices that re-balance to your risk level / time horizon.
While doing so, might be good opportunity to put lens on entire portfolio (tax deferred, taxable and Roth) for similar analysis and rebalancing action.
Note the location strategy principles (more upside risk/equities in Roth, bonds in tax deferred, cap gains growth / lower dividends in taxable).
While doing so, might be good opportunity to put lens on entire portfolio (tax deferred, taxable and Roth) for similar analysis and rebalancing action.
Note the location strategy principles (more upside risk/equities in Roth, bonds in tax deferred, cap gains growth / lower dividends in taxable).
This post was edited on 6/22/26 at 3:38 pm
Posted on 6/22/26 at 3:36 pm to weagle1999
If you have enough for 100 shares of VOO, consolidate and sell conservative covered calls. Just enough to get you S&P return plus 1-3% annualized.
That’s what I do anyway
That’s what I do anyway
This post was edited on 6/22/26 at 3:38 pm
Posted on 6/22/26 at 3:46 pm to CecilShortsHisPants
quote:
sell conservative covered calls
Are you a retiree / seeking to generate income?
Does not seem to fit someone younger / with longer runway length to accumulate, as this gives up a lot of upside, still own downside and possible tax implications.
Curious…right tool for right job.
Posted on 6/23/26 at 8:20 am to weagle1999
This is a good question, I think. I've had it a few times myself.
Also, it sounds like you're still working.
VOO, VUG, and VGT have a lot of overlap. If your goal is simplicity, VOO alone is enough. I do have a lot of VUG from the past though.
If you're intentionally overweighting growth and tech like I am, I would keep VUG or VGT. Otherwise, VOO and chill is not a bad idea either. But since you won't incur any tax issues, it's ok to move it around until you get the right mix.
If this was a private fund (after your retirement stuff), I would stay put and keep putting my money in higher growth until it all balances out for you.
Good luck man.
Also, it sounds like you're still working.
VOO, VUG, and VGT have a lot of overlap. If your goal is simplicity, VOO alone is enough. I do have a lot of VUG from the past though.
If you're intentionally overweighting growth and tech like I am, I would keep VUG or VGT. Otherwise, VOO and chill is not a bad idea either. But since you won't incur any tax issues, it's ok to move it around until you get the right mix.
If this was a private fund (after your retirement stuff), I would stay put and keep putting my money in higher growth until it all balances out for you.
Good luck man.
Posted on 6/23/26 at 9:25 am to theballguy
Thanks everyone, appreciate the responses.
I don’t know how to do this
quote:
calls
I don’t know how to do this
Posted on 6/23/26 at 10:58 am to weagle1999
quote:
I don’t know how to do this
Not my thing either. I understand ETFs though. I just keep my money in forever and only take out exactly what I need when I need it. I never seem to run out if I do it that way.
God bless.
Posted on 6/23/26 at 5:47 pm to weagle1999
quote:
I don’t know how to do this
Google it. “How to sell covered calls” on whatever brokerage you use. It’s not as complicated as it seems.
The hook for me was years ago, some guy on youtube described selling options as being the casino for option gamblers. And he was right.
It works especially well with index options because the S&P isn’t going to run 20% up on you in a month, it just doesn’t happen. (Granted, the premiums are slim, but that’s what you’re going for, just a little extra juice) I’ve been collecting modest premiums on top for years and never got my shares called away.
Posted on 6/24/26 at 11:35 am to weagle1999
Nm. Didn't see the other post
This post was edited on 6/24/26 at 11:39 am
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News