Latest / Rigatoni Capital Podcast
Cleaning Up My Portfolio: Why QQQ is Now Bigger Than Nvidia
I added a significant chunk to my Invesco QQQ position during last Tuesday's flush down at $687 a share, and the Nasdaq 100 is now my largest holding for the first time, ahead of Nvidia. I walk through why I think this is the right move at age 42, why I want QQQ to eventually be 50% of my portfolio, and how my allocation philosophy will likely shift again as I get into my 50s. I also cover my other post on why "set it and forget it" is the wrong way to think about the SpaceX IPO, and why that framing skips the actual work of value investing. Plus some thoughts on the broader market this…
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