Search found 7 matches

by knockknock
Fri Sep 18, 2020 5:00 pm
Forum: Personal Investments
Topic: Opinions on 100% into VGT and QQQ
Replies: 33
Views: 2667

Re: Opinions on 100% into VGT and QQQ

CyclingDuo wrote: Thu Sep 17, 2020 7:42 am
Have you created your IPS (Investment Policy Statement) yet?
I have not but this sounds like a great idea.
by knockknock
Fri Sep 18, 2020 4:58 pm
Forum: Personal Investments
Topic: Opinions on 100% into VGT and QQQ
Replies: 33
Views: 2667

Re: Opinions on 100% into VGT and QQQ

The idea is that the performance "this week" seems to be leveling out, or dropping, while the same time period VTSAX's performance is "better". And I'm talking "performance", not "value". Your "value" should still be above the parallel account VTSAX value when you notice the "performance" is waning...
by knockknock
Fri Sep 18, 2020 3:26 pm
Forum: Personal Investments
Topic: Opinions on 100% into VGT and QQQ
Replies: 33
Views: 2667

Re: Opinions on 100% into VGT and QQQ

He is going to buy some stuff that is CURRENTLY outperforming VTSAX. Yes, this indeed what I plan to do. I told him if he is going to do that, he needs to keep a parallel VTSAX spreadsheet, and constantly compare the performance of the two. The moment the stuff that is CURRENTLY OUTPERFORMING start...
by knockknock
Fri Sep 18, 2020 12:40 am
Forum: Personal Investments
Topic: Opinions on 100% into VGT and QQQ
Replies: 33
Views: 2667

Re: Opinions on 100% into VGT and QQQ

As soon as it looks like your strategy is slowing to perform the same as, or worse than, VTSAX, transition to VTSAX. If the tech sector does slow or underperform, it is unlikely that VTSAX will not be moving in a similar fashion anyway. But if VTSAX is holding steady while your strategy is waning, ...
by knockknock
Thu Sep 17, 2020 1:13 am
Forum: Personal Investments
Topic: Opinions on 100% into VGT and QQQ
Replies: 33
Views: 2667

Re: Opinions on 100% into VGT and QQQ

Thanks for the excellent replies everyone! You have raised a few points I had not thought of before. After reading your replies, I have actually become a bit uncomfortable about the 100k I own in vested Apple stock. Since I also work at Apple and major downturns in Apple stock come with an increase...
by knockknock
Thu Sep 17, 2020 12:38 am
Forum: Personal Investments
Topic: Opinions on 100% into VGT and QQQ
Replies: 33
Views: 2667

Re: Opinions on 100% into VGT and QQQ

Thanks for the excellent replies everyone! You have raised a few points I had not thought of before. After reading your replies, I have actually become a bit uncomfortable about the 100k I own in vested Apple stock. Since I also work at Apple and major downturns in Apple stock come with an increased...
by knockknock
Wed Sep 16, 2020 1:02 pm
Forum: Personal Investments
Topic: Opinions on 100% into VGT and QQQ
Replies: 33
Views: 2667

Opinions on 100% into VGT and QQQ

Before I get to the question, here's my current situation: Single, 28 years old, work at a tech megacorp with an annual salary of 220k. My portfolio: 1) maxed-out employee sponsored 401k plan with 50k invested so far in a 2055 target date fund 2) 100k in vested company stock 3) 20k in a savings acco...