Likewise Ebrahim! Always good to see your comments and glad you're enjoying the show. Hopefully you're making some $$$ from the analysis too. Take care, Ron
Funny that Dave Kreinces is back touting bitcoin and 2x/3x products... Also how can Dave say that QQQ gets the win on performance over VGT when QQQ is not close in performance to VGT. Tony gets the win as the only judge here that made sense and keeping it real.
VGT has outperformed QQQ during the past 5 and 10-year periods, so you are correct. However, VGT has underperformed vs. the 2x/3x tech and QQQ along with Bitcoin linked trusts. It's OK to disagree with judges and I think disagreement can lead to better investment decision making, which hopefully leads to better results for you and the rest of our viewing audience. Best, Ron
This was the first time we had Tony and David paired as judges. The variance of opinions and analysis was great and so were the wild cards. Heading into this contest, I knew we'd get wild cards...and Tony's XLG was a pleasant surprise. The next upcoming ETF battle is gonna AWESOME, so don't miss it. I've got Shana and Tony paired as judges. Take care, Ron
I have about a $50 cost basis in most of my MGK. That is my taxable account. I expect those shares will be inherited. I'm reworking my Roth a bit and thought I would buy some MGC. In a future ETF Battles, I would like to see the favorite ETFs of the judges battles.
$50? That's a 6x return Dave and a testament to the power of compounding. Nice work. My philosophy when it comes to winning investments is the same as Peter Lynch's: Hold your winners and let them ride! Regarding your suggestion on the favorite ETFs of judges, I'd like to scrape your brain a little more about this. There's a few different ways we could possibly do it. Please contact me and I'll reach out to you: www.etfguide.com/contact-us/
@@etfguide Peter Lynch used to say "don't cut the flowers and water the weeds". :) I tried the link and filled in the info but it reported a failure to communicate. But maybe you got it anyway.
ETF battle request: I am usually an aggressive investor but my mom asked me to take over the management of what my Dad left for her and she is conservative so I could really use your help. I'm thinking the stability of CLOs, treasuries, senior loans, etc are a good idea for a portion but how to chose? Can we get a three way battle between FLTR, VRIG, and JAAA please?
Over the past 10 years, XLG gained +283% vs. VOO which gained +229%, without dividends. The future will likely be different, but holding XLG did product some alpha over the regular S&P 500. Take care, Ron
Almost 52% of MGK's holdings are also held inside QQQM. You can do whatever you want, but when fund overlap is that high, its overdiversification because your funds own too much of the same stuff. Thanks for watching! Ron
Dave K. is notorious for having wild cards, which are allowed. My only rule is to make strong arguments for why a judge is picking that wild card and Dave always backs it up with his research and performance. Thanks for tuning in! Ron
The two panelists are both great. I am personally interested in tech etf and etf portfolios and have read the book written by David and I highly recommend it for anyone interested in investing Tech etfs and etf portfolios.
100% Glad. I don't always agree with everything said by our judges, but I have mad respect for both David and Tony along with our roster of ETF judges, who are all world-class analysts. Good to see you again! Ron
This isn't something we'd do on ETF Battles...but it's something I could do in a one-off episode or even on my other show, Portfolio Makeover. My preference though, is to analyze and grade actual real life portfolios vs. theoretical mixes. If you're interested in that, please hit me up: www.etfguide.com/contact-us/
I have a 3 fund portfolio but I have finally decided to invest in ETFs, alongside. I’m looking at SCHD, VOO, XLK or SCHG.
Great picks! I like XLK and SCHD equally!
Thanks so Much Dave for mentioning me it’s so wonderful
Great to see you again and again Ron
Likewise Ebrahim! Always good to see your comments and glad you're enjoying the show. Hopefully you're making some $$$ from the analysis too. Take care, Ron
Awesome ETF Battle Ron! Both judges Tony and Dave did a great job. Really enjoyed watching 👍
Great to see you again JB and glad you enjoyed this HIGH GROWTH all equity ETF contest. It was fun! RD
Dave krencies is my favorite judge ever and all respect to everyone else
It’s David Kreinces 2:11, bet he picks TQQQ in the end.
You called it, same thing over and over
Dave : thanks in special way for your shut out
Funny that Dave Kreinces is back touting bitcoin and 2x/3x products... Also how can Dave say that QQQ gets the win on performance over VGT when QQQ is not close in performance to VGT. Tony gets the win as the only judge here that made sense and keeping it real.
VGT has outperformed QQQ during the past 5 and 10-year periods, so you are correct. However, VGT has underperformed vs. the 2x/3x tech and QQQ along with Bitcoin linked trusts. It's OK to disagree with judges and I think disagreement can lead to better investment decision making, which hopefully leads to better results for you and the rest of our viewing audience. Best, Ron
Ron, this one is in my top 3 battles easily!
This was the first time we had Tony and David paired as judges. The variance of opinions and analysis was great and so were the wild cards. Heading into this contest, I knew we'd get wild cards...and Tony's XLG was a pleasant surprise. The next upcoming ETF battle is gonna AWESOME, so don't miss it. I've got Shana and Tony paired as judges. Take care, Ron
6:20 *GBTC TQQQ* 12:25
14:00 TECL vs TQQQ
16:30 Difference in opinion
Excellent battle indeed
I was hoping to see SYLD vs COWZ
I held COWZ but decided there's better ETF's. Looked at SYLD but never bought.
I like and hold both MGK and VGT.
That's one way of doing it. Thanks for dropping in Knuckles. Ron
Dave is really knowledge all these information and analogy. Amazing
I have about a $50 cost basis in most of my MGK. That is my taxable account. I expect those shares will be inherited.
I'm reworking my Roth a bit and thought I would buy some MGC.
In a future ETF Battles, I would like to see the favorite ETFs of the judges battles.
$50? That's a 6x return Dave and a testament to the power of compounding. Nice work. My philosophy when it comes to winning investments is the same as Peter Lynch's: Hold your winners and let them ride!
Regarding your suggestion on the favorite ETFs of judges, I'd like to scrape your brain a little more about this. There's a few different ways we could possibly do it. Please contact me and I'll reach out to you: www.etfguide.com/contact-us/
@@etfguide Peter Lynch used to say "don't cut the flowers and water the weeds". :) I tried the link and filled in the info but it reported a failure to communicate. But maybe you got it anyway.
@@daveschmarder-1950 Sorry for the glitch Dave, please try again. It should be fixed: www.etfguide.com/contact-us/
@@etfguide It fails at the captcha. .
@@daveschmarder-1950 Try me at rond@etfguide.com
Can you do SPTM vs SPLG please!
Thank you for your ETF Battles suggestion! Ron
Should have done a battle between MGK and QQQ.
VYMI vs IGRO vs DNL vs VIGI
I like it. Dividends anyone? Thanks for the battle suggestion! Ron
ETF battle request:
I am usually an aggressive investor but my mom asked me to take over the management of what my Dad left for her and she is conservative so I could really use your help.
I'm thinking the stability of CLOs, treasuries, senior loans, etc are a good idea for a portion but how to chose?
Can we get a three way battle between FLTR, VRIG, and JAAA please?
This was two rest different point of views.
I’m curious would XLG be beneficial to hold with VOO for that extra price appreciation?
Over the past 10 years, XLG gained +283% vs. VOO which gained +229%, without dividends. The future will likely be different, but holding XLG did product some alpha over the regular S&P 500. Take care, Ron
Can you please do EWW vs FLMX .
I chose 20% MGK,20% QQQM. In my portfolio
Almost 52% of MGK's holdings are also held inside QQQM. You can do whatever you want, but when fund overlap is that high, its overdiversification because your funds own too much of the same stuff. Thanks for watching! Ron
ADDING A LITTLE QQQU TO MY TECL !!!!!!!
He never picks between the options given, it’s always something else..
Because at the end of the day it’s up to YOU what YOU invest in.
Dave K. is notorious for having wild cards, which are allowed. My only rule is to make strong arguments for why a judge is picking that wild card and Dave always backs it up with his research and performance. Thanks for tuning in! Ron
@@etfguide oh I know, it just always ends up being Tqqq. Just an observation. Thanks for the video.
Xlg is great
It was a pleasant surprise for me to see Tony with this ETF wild card. I like to be surprised with solid takes. Thanks for watching Miguel. Ron
Ymax vs SVOL vs JEPQ
High yield vs. high yield vs. high yield...me likey. Ron
The two panelists are both great. I am personally interested in tech etf and etf portfolios and have read the book written by David and I highly recommend it for anyone interested in investing Tech etfs and etf portfolios.
100% Glad. I don't always agree with everything said by our judges, but I have mad respect for both David and Tony along with our roster of ETF judges, who are all world-class analysts. Good to see you again! Ron
Can you please do a two etf only portfolios comparison: SCHD/QQQ 50/50, vs. QQQ/SPY 50/50 vs BND/VTI ( or BND/SPY 50/50)? Thanks a lot!
This isn't something we'd do on ETF Battles...but it's something I could do in a one-off episode or even on my other show, Portfolio Makeover. My preference though, is to analyze and grade actual real life portfolios vs. theoretical mixes. If you're interested in that, please hit me up: www.etfguide.com/contact-us/