Subject: Re: Heaven or Iowa?
I've allocated that portion of my assets directed towards an index towards QQQE over the last 3+ years (although SPY has a sig. larger allocation due to multiple purchases years ago in a taxable account and pre-Jim's influence and data). Last added to QQQE (@$62.10) June '22 and it has delivered over 27% since. Seems to complement a large BRK position nicely when it's valuation is not stretched.


Thanks for that WEB. About the same time as you, I bought a 5% position in QQQE for my MIL. Should've bought some in my own. Over the past year, as the large tech companies have bounced back, I've migrated a good portion of those holdings to SPY and to a lesser extent: SCHG.

My portfolio is basically becoming BRK, SPY, and a small position in SCHG. As I said above, perhaps I should have bought QQQE for myself. Well, there will be another decline at some point.

Thanks again for the welcome.

Beans