Icchiy
commented on
I was told that there is an iFreePlus global trend Technology stock (Z-Tech 20) from Daiwa.
Because it's a market cap-weighted average, the ratio of AAPL and MSFT is too high.
In simulation, $Daiwa iFreeNEXT FANG+ Index (04311181.MF)$ It seems to have been completely defeated.
In that case, how about choosing FANG+ or a portfolio of up to 20 stocks with a Market Cap-weighted average? $Global X US Tech Top 20 ETF (2244.JP)$ It's not good, huh? I'll pass.
$Nikko Tracers S&P500 Top 10 Index Fund (02312245.MF)$ Similar feelings to when だ appeared.
Because it's a market cap-weighted average, the ratio of AAPL and MSFT is too high.
In simulation, $Daiwa iFreeNEXT FANG+ Index (04311181.MF)$ It seems to have been completely defeated.
In that case, how about choosing FANG+ or a portfolio of up to 20 stocks with a Market Cap-weighted average? $Global X US Tech Top 20 ETF (2244.JP)$ It's not good, huh? I'll pass.
$Nikko Tracers S&P500 Top 10 Index Fund (02312245.MF)$ Similar feelings to when だ appeared.
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Icchiy : If you can understand the background of this Z-Tech being developed, you can decide to Buy or vice versa.
If I were to buy Z-Tech, I think FANG+ would be fine.
Do you think it's for people who want to narrow down a bit more, not wanting to diversify like FANG+, not wanting equal weighted risk, not willing to include Chinese companies, and if spreading out like NASDAQ 100 reduces returns?