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Julio Marchi Long-Term Growth
Watchlists

ETF Benchmarks

Julio Marchi · Long-Term Growth · Active

Broad-market and growth ETFs used to benchmark core exposure decisions.

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Items
3
High Conviction
0
Plans
1
with an operating plan on file
Actionable
1
ready / high-conviction / risk-watch
Needs Review
0
Distinct Sectors
0

Posture Breakdown

Ready — 1 Observing — 2

Composition by Asset Type

Etf — 3 items (100.0%)

Decision Workspace

VOO Vanguard S&P 500 ETF Etf
Observing Refresh Thesis

Broad S&P benchmark for core exposure decisions.

Bull Case
Broad S&P benchmark for core exposure comparison.
Operating Plan
Set Plan
No operating plan recorded yet for this item.
Horizon: Ongoing benchmark Reviewed: Mar 1, 2025 Medium conviction Log Review 1 note
QQQ Invesco QQQ Trust Etf
Observing Refresh Thesis

Growth-heavy benchmark for tech concentration decisions.

Bull Case
Growth-heavy benchmark for tech concentration decisions.
Operating Plan
Set Plan
No operating plan recorded yet for this item.
Horizon: Ongoing benchmark Reviewed: Mar 1, 2025 Medium conviction Log Review + Evidence
VTI Vanguard Total Stock Market Etf
Ready Refresh Thesis

Total-market ETF for cash deployment when single-name conviction is weak.

Bull Case
Total-market ETF for cash deployment when single-name conviction is weak.
Operating Plan
Edit Plan
Use VTI as the default benchmark deployment sleeve when single-name conviction is not clearly superior.
Above entry zone Mapped to latest ingested price $270.28
$260.00 $270.28
Entry Low $260.00 Entry High $268.00 Current $270.28
Entry: +0.9% above zone
Review Jun 15, 2026 Cadence 90d
Entry Zone $260.00 - $268.00
Monitor: Review contribution pace versus cash build and benchmark weight once per quarter.
Execution: Scale in with scheduled contributions only; no tactical chase above the recent quote range.
Horizon: Ongoing contributions Reviewed: Mar 1, 2025 High conviction Log Review + Evidence

Attention — This Watchlist

1 item flagged — full attention workspace
High Conviction / Ready VTI VTI in "ETF Benchmarks" is positioned as ready — confirm thesis is still current.
Medium Refresh Thesis