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IVV vs NDQ and JNDQ
Investing strategy
Hi all I’ll be quick as I created a post here before that never went live + don’t have the time to rewrite! I have NDQ and JDNQ which i use as my (US200 Exposure) I am considering swapping there 2 which act as 1 into one ETF such as IVV. Alongside this I also hold FANG because I want to double down on US tech. I feel like holding FANG alongside IVV certainly gives me balance, simplicity and exposure but am wondering if I am missing something else big picture with this swap. I understand returns with IVV are less than the NDQs but as I said I still have FANG and IVV has less overlap. Overall just looking for some thoughts and opinions on my own thought process! Am I missing something or am I going down a sensible track. Thanks.
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Why would you want to double down on US tech? Based on the CAPE ratio, the best predictor of long term returns, US tech has the lowest expected returns of any bet right now. Personally, i regret each time i’ve tried to make bets on specific sectors/countries. Even BGBL is probably 30% tech right now, which is a massive bet on just one highly-priced sector. Broad exposure is more reliable, and lower in fees.
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