I understand the concentration, but VUG is not up 50% since November. This is simply wildly wrong. It's up ~10% at max.35% of VUG is AAPL, MSFT, and NVDA. So since nvidia is out of control it’s up.Another of the author's good calls from 2014:
https://www.marketwatch.com/story/the-s ... 2014-08-08
Also, VUG is up 50% since November?! What?!
That’s the problem with all these “plays” is they just end up being overweighting of a few stocks.
Statistics: Posted by Feldman — Sat Jan 25, 2025 7:04 pm