JonD

Building An All-Seasons Tech ETF Portfolio

interesting article. I'm going to now go jump in my time machine to capture the excess return of this strategy.

seriously, I own VGT b/c it's the cheapest ETF on the board (by far) and also the most diversified (measured by the most total holdings in the portfolio and the least concentration among largest stocks) among the broad Tech ETF offerings.

the sector ETFs are interesting if you want to make a call on a certain sector short term but i don't think are true diversifiers long term as their components are well represented in the broader Tech offerings (except for PXN I suppose)

where did I put that flux capacitor now...? funny, I actually saw a DeLorean on the road the other day. pretty neat.