Re:Five Biggest Stocks Are 23% of S&P 500 Market Cap
by htfy96 on Monday November 30, 2020 @09:16AM
(#25253903)
My preference would be holding normal SPY and hedge the overweighted NASDAQ stocks with short NQ futures. In this way you only need to rebalance the NQ futures which benefits from 60/40 rule with better tax rate.
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Re:Five Biggest Stocks Are 23% of S&P 500 Market Cap
by beezle on Monday November 30, 2020 @10:12AM
(#25254521)
The 60/40 rule cuts both ways. You are also subject to daily market to market cash/margin drawdowns.
It is probably easier to just buy RSP and then buy virtually any 'market' or tech etf/mutual fund to round up the top 10-20% weighting as you want it. The reason I say any will do is that there is little difference in the holdings of most of the etfs and funds.