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BCI PODCAST 127: How to Set Up a Portfolio of Nasdaq and S&P 500 Stocks in a User-Friendly Approach

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This podcast will highlight a practical and time-efficient process of selecting a well-diversified portfolio of blue-chip and large cap technology companies for our option portfolios. Various exchange-traded funds will be critical in implementing this strategy.

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About Alan Ellman

Alan Ellman loves options trading so much he has written four top selling books on the topic of selling covered calls, one about put-selling and a sixth book about long-term investing. Alan is a national speaker for The Money Show, The Stock Traders Expo and the American Association of Individual Investors. He also writes financial columns for both US and International publications along with his own award-winning blog.. He is a retired dentist, a personal fitness trainer, successful real estate investor, but he is known mostly for his practical and successful stock option strategies.

2 Responses to “BCI PODCAST 127: How to Set Up a Portfolio of Nasdaq and S&P 500 Stocks in a User-Friendly Approach”

  1. Mark Gahagan June 9, 2024 12:40 pm #

    Hi Alan,
    Is there duplication betweeen QQQ and S&P Technology Select Sector SPDR? Do I need both?

  2. Alan Ellman June 9, 2024 4:28 pm #

    Mark,

    What a great question!

    The 2 securities are similar, but not precisely the same. XLK contains 67 stocks compared to 100 in QQQ. Over the years, they take turns out-performing each other, but in the long-term XLK has the slight edge. In my personal portfolios, I have favored QQQ because when technology is in favor, QQQ seems to outperform. See the 5-year comparison chart at the bottom of this response.

    Now, to your question: There is definitely some overlap and 2 points of view:

    1. If technology is in favor, we can take advantage and use both at the risk of being overweighted in technology should the market turn around abruptly.

    2. We can use one or the other and enhance the diversification aspect at the expense of, perhaps, lower returns.

    Selecting 1 or 2 depends on personal risk tolerance. For most conservative retail investors, #2 is the better approach.

    Alan

    CLICK ON IMAGE TO ENLARGE & USE THE BACK ARROW TO RETURN TO BLOG.

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