Devy OP にこにこぶん : As expected, it may have risen too quickly in the short term. It might come down. Conversely, NVDA, which has been weak recently, is pre-gaining, so maybe it's moving up.
If it dips, Buy more!

Devy OP 面白いサイラス_3705 : That's right~
Currently, I personally think that the Dollar-Cost Averaging (DCA) plan is the only choice for FANG+.

Devy OP 183372926 : Thank you for your comments!
I understand the concerns about being too focused on the USA. However, as of now, Z Tech 20 is dominated by the top 7 stocks (all from the USA, M7), accounting for about 80% of the holdings, so it gives the impression that diversification might be questionable.
Even if you buy Orkan, it actually moves in a similar way to the S&P 500 in practice.
Therefore, if you are considering diversifying, it might be better to decide on your own ratio and buy mutual funds other than the USA, such as S&P 500 and India, separately.

Devy OP 183372926 : I see.
In that case, I feel like it would be even better to go with Orkan.
While I mentioned 80% in the top 7 brands in the USA, with 20 brands, the current situation is 92% US stocks.
Assuming that in the future, US stocks decline and other countries surpass, you would incur quite a significant loss in the meantime, right? It's not like the brand replacement can be done instantly.

In the end, even now, without a reasonable proportion of other countries, I think it would be tough to have this without wastefully diversifying outside the US.

Devy OP すずか777 : Thank you for the detailed information.
It appears that there is a standard of being based in America at the headquarters, making it even closer to 2244 (One Step Tech 20).
Personally, I have the impression that a market cap weighted with individual limits like FANG or 2244 with specific upper limits is better than an unlimited market cap weighted approach, but in the end, it depends on personal preference.

Devy OP 183372926 : Good evening!
After listening to the information and thoughts of various people, I wonder if Z Tech is there, and the rest is a matter of taste.
Personally, I don't like market capitalization weighting without an upper limit. Currently, the number one market capitalization is AAPL, so the ratio of AAPL is the largest, but then when people say that AAPL is likely to grow the most in the long term in the future, I think it's pretty subtle.
So I feel like prioritizing FANG+, which is evenly weighted, or 2244 (Step Tech 20) with an upper limit and market capitalization weight.
Z Tech is probably superior in terms of stability, though.
There is a rebalance 4 times a year as to whether FANG+ stocks will remain in the future, so I don't think there is a problem. Even TSLA was removed (aside from whether that decision was correct)
I called it Orkan from the viewpoint of dispersion, but I myself didn't buy Orkan or even the S&P 500, and all NISA are FANG+ and 2244 (Step Tech 20)

Devy OP Icchiy : I feel like it's fine with 2244 (Ippo Tech 20) in that role. Basically, it doesn't include Chinese components. So, I think the focus is on whether there is a cap on Market Cap Weighted or Equal Weighted.