Our Holdings 1-24-25
Our Holdings 1-3-24
Our Holdings 12-28-24
Our Holdings 12-20-24
Our Holdings 12-13-24
Our Holdings 12-8-24
Rebalance Day in the Deep Value ETF Accumulator Portfolio 2-14-24
Today, we rebalanced our portfolios. There 11 buys and 12 sells.
Top buys were: EDV – LONG BONDS. REZ – REITs. SPEM – EM LARGE. PDN – DM SMALL. RSPU – UTILITIES.
Top sells were: QQQ – LARGE GROWTH. VGT – TECHNOLOGY. FIW – NATURAL RESOURCES. BRK.B – FINANCIALS. JPST – SHORT BONDS.
BUYS 2-14-24
SELLS 2-14-24
5 U.S. Large Cap Growth ETFs to Buy and Hold Forever: QQQ vs IWY vs ONEQ vs MGK vs SCHG 1.7
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Asset Class: U.S. Large Cap Growth
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Correlation to U.S. Markets: 0.96
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Long-Term Performance: 10.59% CAGR
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U.S. Large Cap Blend Performance (S&P 500): 10.52% CAGR
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Back test timeframe: January 1972 – January 2024
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Oldest ETF back tested: Invesco QQQ Trust (QQQ)
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Correlation to U.S. Markets: 0.86
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Long-Term Performance: 9.40% CAGR
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S&P 500 Performance: 7.39% CAGR
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Back test timeframe: April 1999 – January 2024
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Number of ETFs available in this asset class: 111
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Number of ETFs in this asset class that are 10-years old or older: 23
U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – January 2024
The Deep Value ETF Accumulator Holdings 2-9-24
The Deep Value ETF Accumulator Holdings 2-2-24
The Deep Value ETF Accumulator Holdings 1-26-24
The Deep Value ETF Accumulator Holdings 1-20-24
The Deep Value ETF Accumulator Holdings 11-26-23
The Deep Value ETF Accumulator Holdings 11-19-23
The Deep Value ETF Accumulator Holdings 10-20-23
The Deep Value ETF Accumulator Holdings 10-14-23
The Deep Value ETF Accumulator Holdings 9-4-23
The Deep Value ETF Accumulator Holdings 7-29-23
The Deep Value ETF Accumulator Holdings 7-16-23
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 7-14-23
On Friday, we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 314.44. Sell 378.41. This sell was used for a distribution and to rebalance the portfolio. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 6-15-23
Today we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 209.60. Sell 370.74. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 6-1-23
Today we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 248.48. Sell 353.06. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
The Deep Value ETF Accumulator Holdings 5-27-23
The Deep Value ETF Accumulator Holdings 5-21-23
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 5-19-23
Yesterday we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 316.88. Sell 337.40. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 5-1-23
On Monday, we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 218.10. Sell 322.20. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 3-31-23
Today we trimmed profits in our Invesco QQQ (QQQ) holdings. Buy 249.51. Sell 316.62. Read why we invest in QQQ: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
4 Best U.S. Large Cap Growth ETFs to Own Long-Term 1.6
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Asset Class: U.S. Large Cap Growth
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Long-Term Performance: 9.95% CAGR
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Correlation to U.S. Markets: 0.96
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U.S. Large Cap Blend Performance (S&P 500): 10.22% CAGR
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Back test timeframe: January 1972 – December 2022
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Oldest ETF back tested: Invesco QQQ Trust (QQQ)
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Long-Term Performance: 7.76% CAGR
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Correlation to U.S. Markets: 0.86
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S&P 500 Performance: 6.62% CAGR
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Back test timeframe: April 1999 – December 2022
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Number of ETFs available in this asset class: 114
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Number of ETFs in this asset class that are 10-years old or older: 23
U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2022
Continue reading “4 Best U.S. Large Cap Growth ETFs to Own Long-Term 1.6”
Accumulated U.S. Large Cap Growth Equities (QQQ) 1-9-23
Today we accumulated more shares of the Invesco QQQ ETF (QQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in QQQ right here: 4 Best Long-Term Performance U.S. Large Cap Growth ETFs
Accumulated U.S. Large Cap Growth Equities (QQQ) 12-5-22
Today we accumulated more shares of the Invesco QQQ ETF (QQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in QQQ right here: 4 Best Long-Term Performance U.S. Large Cap Growth ETFs
The 3 Best ETFs for a Late-Year Market Rally (XLE) (QQQ)
If you’re ready for a risk-on ending to a roller-coaster year in the markets, specific stocks are fine, but cost-conscious traders can consider an allocation in these three low-fee ETFs in hopes of great Q4 returns.
Continue reading at Tip Ranks right here: https://www.tipranks.com/news/article/the-3-best-etfs-for-a-late-year-market-rally
Accumulated U.S. Large Cap Growth Equities (QQQ) 6-16-22
Today we accumulated more shares of the Invesco QQQ ETF (QQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in QQQ right here: 4 Best Long-Term Performance U.S. Large Cap Growth ETFs
Accumulated U.S. Large Cap Growth Equities (QQQ) 6-6-22
Today we accumulated more shares of the Invesco QQQ ETF (QQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in QQQ right here: 4 Best Long-Term Performance U.S. Large Cap Growth ETFs
Accumulated U.S. Large Cap Growth Equities (QQQ) 5-31-22
Today we accumulated more shares of the Invesco QQQ ETF (QQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in QQQ right here: 4 Best Long-Term Performance U.S. Large Cap Growth ETFs
Accumulated U.S. Large Cap Growth Equities (QQQ) 5-23-22
Today we accumulated more shares of the Invesco QQQ ETF (QQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in QQQ right here: 4 Best Long-Term Performance U.S. Large Cap Growth ETFs
4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5
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Asset Class: U.S. Large Cap Growth
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Long-Term Performance: 11.05% CAGR
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Correlation to U.S. Markets: 0.96
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U.S. Large Cap Blend Performance (S&P 500): 10.88% CAGR
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Back test timeframe: January 1972 – December 2021
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Oldest ETF back tested: Invesco QQQ Trust (QQQ)
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Long-Term Performance: 10.01% CAGR
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Correlation to U.S. Markets: 0.85
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S&P 500 Performance: 7.87% CAGR
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Back test timeframe: April 1999 – December 2021
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Number of ETFs available in this asset class: 100
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Number of ETFs in this asset class that are 10-years old or older: 21
U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2021
QQQ vs SPY: April 1999 – December 2021
QQQ vs SPY: March 10, 1999 – January 7, 2022
Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5”
This Classic Invesco ETF Is Now Older than Many of Its Investors $QQQ
Among U.S.-listed exchange traded funds, the Invesco QQQ Trust (NASDAQ: QQQ) is one of the most venerable.
Continue reading at ETF Trends right here: https://www.etftrends.com/etf-education-channel/classic-etf-older-than-many-investors/
4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4
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Asset Class: U.S. Large Cap Growth
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Long-Term Performance: 10.75% CAGR
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Correlation to U.S. Markets: 0.96
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U.S. Large Cap Blend Performance: 10.55% CAGR
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Back test timeframe: January 1972 – December 2020
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Oldest ETF back tested: Invesco QQQ Trust (QQQ)
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Long-Term Performance: 9.27% CAGR
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Correlation to U.S. Markets: 0.85
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S&P 500 Performance: 7.00% CAGR
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Back test timeframe: April 1999 – December 2020
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Number of ETFs available in this asset class: 62
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Number of ETFs in this asset class that are 10-years old or older: 19
U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2020
Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4”
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 11-9-20
Today we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy $183.02. Sell $294.48. Read why we invest in QQQ right here: 4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.3
4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.3
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Asset Class: US Large Cap Growth
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Long-Term Performance: 10.26% CAGR
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S&P 500 Performance (US Large Cap Blend): 10.37% CAGR
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Back test timeframe: January 1972 – January 2020
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Oldest ETF back tested: Invesco QQQ (QQQ)
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Long-Term Performance: 7.79% CAGR
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S&P 500 Performance: 6.45% CAGR
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Back test timeframe: April 1999 – January 2020
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Number of ETFs available in this asset class: 58
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Number of ETFs in this asset class that are 10-years old or older: 17
US Large Cap Growth vs US Large Cap Blend: January 1972 – January 2020
Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.3”
Trimmed Profits in our US Large Cap Growth Equities Today (QQQ) 1-16-20
Today we trimmed some profits from our Invesco QQQ Nasdaq-100 Index® holdings. Buy 158.99. Sell 221.49. Read why we invest in QQQ right here: Best Long-Term Performance U.S. Large Cap Growth ETFs 1.2
