$Invesco QQQ Trust (QQQ.US)$Tesla is 2.2% in the stock structure, but I wonder if they won't review it. It has been lowered by more than 30% since the beginning of the year, and there are no positive factors such as layoffs, entry model withdrawal, or American consumers' departure from EVs. I want you to remove Tesla and load up NVIDIA.

$iShares 20+ Year Treasury Bond ETF (TLT.US)$ I put up with it for a year, but I think it's about time I give up. Far from cutting interest rates 3 times a year, the mainstream of analysts is once at the end of the year, and probably not until next year. The New York Federal Reserve said there might be interest rate hikes as well. It's around this time that I think I'll switch to the gold ETF GLD until the end of the year.