QQQ Archives - Deep Value ETF Accumulator

February 14, 2024

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

https://deepvalueetfaccumulator.com/category/buys-sells/

February 11, 2024

5 U.S. Large Cap Growth ETFs to Buy and Hold Forever: QQQ vs IWY vs ONEQ vs MGK vs SCHG 1.7

Asset Class: U.S. Large Cap Growth
Correlation to U.S. Markets: 0.96
Long-Term Performance: 10.59% CAGR
U.S. Large Cap Blend Performance (S&P 500): 10.52% CAGR
Back test timeframe: January 1972 – January 2024
Oldest ETF back tested: Invesco QQQ Trust (QQQ)
Correlation to U.S. Markets: 0.86
Long-Term Performance: 9.40% CAGR
S&P 500 Performance: 7.39% CAGR
Back test timeframe: April 1999 – January 2024
Number of ETFs available in this asset class: 111
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

Continue reading “5 U.S. Large Cap Growth ETFs to Buy and Hold Forever: QQQ vs IWY vs ONEQ vs MGK vs SCHG 1.7”

February 9, 2024February 9, 2024

The Deep Value ETF Accumulator Holdings 2-9-24

https://deepvalueetfaccumulator.com/category/holdings/

February 2, 2024

The Deep Value ETF Accumulator Holdings 2-2-24

January 26, 2024

The Deep Value ETF Accumulator Holdings 1-26-24

January 20, 2024

The Deep Value ETF Accumulator Holdings 1-20-24

November 26, 2023

The Deep Value ETF Accumulator Holdings 11-26-23

November 19, 2023

The Deep Value ETF Accumulator Holdings 11-19-23

October 20, 2023

The Deep Value ETF Accumulator Holdings 10-20-23

October 14, 2023

The Deep Value ETF Accumulator Holdings 10-14-23

September 4, 2023

The Deep Value ETF Accumulator Holdings 9-4-23

July 29, 2023

The Deep Value ETF Accumulator Holdings 7-29-23

July 16, 2023

The Deep Value ETF Accumulator Holdings 7-16-23

July 16, 2023

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

June 15, 2023

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

June 1, 2023

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

May 27, 2023

The Deep Value ETF Accumulator Holdings 5-27-23

May 22, 2023

The Deep Value ETF Accumulator Holdings 5-21-23

May 20, 2023

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

May 3, 2023

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

March 31, 2023

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

January 22, 2023

4 Best U.S. Large Cap Growth ETFs to Own Long-Term 1.6

Asset Class: U.S. Large Cap Growth
Long-Term Performance: 9.95% CAGR
Correlation to U.S. Markets: 0.96
U.S. Large Cap Blend Performance (S&P 500): 10.22% CAGR
Back test timeframe: January 1972 – December 2022
Oldest ETF back tested: Invesco QQQ Trust (QQQ)
Long-Term Performance: 7.76% CAGR
Correlation to U.S. Markets: 0.86
S&P 500 Performance: 6.62% CAGR
Back test timeframe: April 1999 – December 2022
Number of ETFs available in this asset class: 114
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”

January 9, 2023

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

December 5, 2022

Accumulated U.S. Large Cap Growth Equities (QQQ) 12-5-22

November 14, 2022November 14, 2022

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

June 16, 2022

Accumulated U.S. Large Cap Growth Equities (QQQ) 6-16-22

June 6, 2022

Accumulated U.S. Large Cap Growth Equities (QQQ) 6-6-22

May 31, 2022

Accumulated U.S. Large Cap Growth Equities (QQQ) 5-31-22

May 23, 2022

Accumulated U.S. Large Cap Growth Equities (QQQ) 5-23-22

January 9, 2022January 12, 2022

4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5

Asset Class: U.S. Large Cap Growth
Long-Term Performance: 11.05% CAGR
Correlation to U.S. Markets: 0.96
U.S. Large Cap Blend Performance (S&P 500): 10.88% CAGR
Back test timeframe: January 1972 – December 2021
Oldest ETF back tested: Invesco QQQ Trust (QQQ)
Long-Term Performance: 10.01% CAGR
Correlation to U.S. Markets: 0.85
S&P 500 Performance: 7.87% CAGR
Back test timeframe: April 1999 – December 2021
Number of ETFs available in this asset class: 100
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”

March 26, 2021

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/

January 4, 2021January 3, 2021

4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4

Asset Class: U.S. Large Cap Growth
Long-Term Performance: 10.75% CAGR
Correlation to U.S. Markets: 0.96
U.S. Large Cap Blend Performance: 10.55% CAGR
Back test timeframe: January 1972 – December 2020
Oldest ETF back tested: Invesco QQQ Trust (QQQ)
Long-Term Performance: 9.27% CAGR
Correlation to U.S. Markets: 0.85
S&P 500 Performance: 7.00% CAGR
Back test timeframe: April 1999 – December 2020
Number of ETFs available in this asset class: 62
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”

November 9, 2020

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

February 3, 2020February 2, 2020

4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.3

Asset Class: US Large Cap Growth
Long-Term Performance: 10.26% CAGR
S&P 500 Performance (US Large Cap Blend): 10.37% CAGR
Back test timeframe: January 1972 – January 2020
Oldest ETF back tested: Invesco QQQ (QQQ)
Long-Term Performance: 7.79% CAGR
S&P 500 Performance: 6.45% CAGR
Back test timeframe: April 1999 – January 2020
Number of ETFs available in this asset class: 58
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”

January 16, 2020

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

Asset Class: U.S. Large Cap Growth

Correlation to U.S. Markets: 0.96

Long-Term Performance: 10.59% CAGR

U.S. Large Cap Blend Performance (S&P 500): 10.52% CAGR

Back test timeframe: January 1972 – January 2024

Oldest ETF back tested: Invesco QQQ Trust (QQQ)

Correlation to U.S. Markets: 0.86

Long-Term Performance: 9.40% CAGR

S&P 500 Performance: 7.39% CAGR

Back test timeframe: April 1999 – January 2024

Number of ETFs available in this asset class: 111

Number of ETFs in this asset class that are 10-years old or older: 23

Asset Class: U.S. Large Cap Growth

Long-Term Performance: 9.95% CAGR

Correlation to U.S. Markets: 0.96

U.S. Large Cap Blend Performance (S&P 500): 10.22% CAGR

Back test timeframe: January 1972 – December 2022

Oldest ETF back tested: Invesco QQQ Trust (QQQ)

Long-Term Performance: 7.76% CAGR

Correlation to U.S. Markets: 0.86

S&P 500 Performance: 6.62% CAGR

Back test timeframe: April 1999 – December 2022

Number of ETFs available in this asset class: 114

Number of ETFs in this asset class that are 10-years old or older: 23

Asset Class: U.S. Large Cap Growth

Long-Term Performance: 11.05% CAGR

Correlation to U.S. Markets: 0.96

U.S. Large Cap Blend Performance (S&P 500): 10.88% CAGR

Back test timeframe: January 1972 – December 2021

Oldest ETF back tested: Invesco QQQ Trust (QQQ)

Long-Term Performance: 10.01% CAGR

Correlation to U.S. Markets: 0.85

S&P 500 Performance: 7.87% CAGR

Back test timeframe: April 1999 – December 2021

Number of ETFs available in this asset class: 100

Number of ETFs in this asset class that are 10-years old or older: 21

Asset Class: U.S. Large Cap Growth

Long-Term Performance: 10.75% CAGR

Correlation to U.S. Markets: 0.96

U.S. Large Cap Blend Performance: 10.55% CAGR

Back test timeframe: January 1972 – December 2020

Oldest ETF back tested: Invesco QQQ Trust (QQQ)

Long-Term Performance: 9.27% CAGR

Correlation to U.S. Markets: 0.85

S&P 500 Performance: 7.00% CAGR

Back test timeframe: April 1999 – December 2020

Number of ETFs available in this asset class: 62

Number of ETFs in this asset class that are 10-years old or older: 19

Asset Class: US Large Cap Growth

Long-Term Performance: 10.26% CAGR

S&P 500 Performance (US Large Cap Blend): 10.37% CAGR

Back test timeframe: January 1972 – January 2020

Oldest ETF back tested: Invesco QQQ (QQQ)

Long-Term Performance: 7.79% CAGR

S&P 500 Performance: 6.45% CAGR

Back test timeframe: April 1999 – January 2020

Number of ETFs available in this asset class: 58

Number of ETFs in this asset class that are 10-years old or older: 17