Matt, interesting article, thank you for sharing your portfolio adjustment tips! I would be interested in how you see the same trends when it comes to the NASDAQ QQQ and options strategy? Also, I would point out the great amount of research you are putting in to decide what to invest in - I believe for a ‘regular’ investor indexs like S&P 500 are a relatively easy and time-saving choice. No continuous research needed, ‘just’ the faith in the US market continue rising :)
One concern is that private companies like Anthropic are already reaching staggering valuations. If they enter QQQ, investors may buy after much of the growth has occurred.
That said, I own US tech and see more growth (not predicting a crash). But we’ve got used to high US returns and forget that harder times exist.
On options, some do well, but I’m still learning and can’t offer much insight.
I agree with your last point. The simplicity and time savings of index investing are significant, and the best approach depends on one’s circumstances.
Matt, interesting article, thank you for sharing your portfolio adjustment tips! I would be interested in how you see the same trends when it comes to the NASDAQ QQQ and options strategy? Also, I would point out the great amount of research you are putting in to decide what to invest in - I believe for a ‘regular’ investor indexs like S&P 500 are a relatively easy and time-saving choice. No continuous research needed, ‘just’ the faith in the US market continue rising :)
Thanks, Nóra.
The themes also apply to QQQ, though differently.
One concern is that private companies like Anthropic are already reaching staggering valuations. If they enter QQQ, investors may buy after much of the growth has occurred.
That said, I own US tech and see more growth (not predicting a crash). But we’ve got used to high US returns and forget that harder times exist.
On options, some do well, but I’m still learning and can’t offer much insight.
I agree with your last point. The simplicity and time savings of index investing are significant, and the best approach depends on one’s circumstances.