Subject: Re: What’s the better value rn, brk or qqqe?
Since 1972, the NAS 100 cap weight has outperformed the NAS 100 equal weight by a factor of 3.
Out of curiosity, is that the Nasdaq 100 stocks cap weighted, or the Nasdaq 100 index (as tracked by QQQ)? Not the same thing.
Even though I haven't looked closely at the Nasdaq 100 versus Nasdaq 100 equal weight that closely in terms of frequency of advantage, two comments---
* The recent dominance of the giants is still historically anomalous and would be dangerous to extrapolate
* I absolutely stick to my assertion that NOBODY should ever be long or short the Nasdaq 100 index, it's the wrong vehicle for everybody. It's just too dominated by a tiny number of stocks, so it's largely just a gamble on the luck of the draw among those few. If you have a well supported strong view on those few, buy or sell those few. If you don't, then you shouldn't be concentrated in them.
Jim