Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $292.63 24 Jun 2026Current $294.97 09 Sep 2026Result +$2.34vs. index −3.2% SPY +4.0% over the same days
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…And this would be QQQM, the Invesco NASDAQ 100 ETF. QQQM is the cheaper sister of QQQ. Same NASDAQ 100 exposure, expense ratio 15 basis points versus QQQ at 18. It's got the lower fee, but the identical index. If you're buying and holding, I'd buy QQQM. The role this plays in the lineup is that it's concentrated growth exposure. These are the top 100 non-financial companies on the NASDAQ. It's heavy in tech, communication services, and consumer discretionary. QQQM itself only launched in…
I'd buy QQQM
AI-extracted context If you're buying and holding, I'd buy QQQM.
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Entry $63.39 24 Jun 2026Current $64.32 08 Sep 2026Result +$0.93vs. index −2.5% SPY +4.0% over the same days
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Surrounding source transcript
…razy because of new technology happening or new things happening in the next 5 to 10 years. Right now in 2026, we have a lot of these AI, quantum computing crypto space robotics and more. A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space. Most of these have had some epic years with returns shooting straight up to the moon. We don't expect this every year, but like I said ear…
SMH AR TY or AIQ for AI
AI-extracted context A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space.
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Entry $159.89 24 Jun 2026Current $147.81 09 Sep 2026Result −$12.08vs. index −11.5% SPY +4.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…ology happening or new things happening in the next 5 to 10 years. Right now in 2026, we have a lot of these AI, quantum computing crypto space robotics and more. A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space. Most of these have had some epic years with returns shooting straight up to the moon. We don't expect this every year, but like I said earlier, the Roth is definitely one whe…
WQTM or QTUM for quantum computing
AI-extracted context A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space.
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Entry $100.62 24 Jun 2026Current $100.49 09 Sep 2026Result −$0.13vs. index −4.1% SPY +4.0% over the same days
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…ut for those of you that are closer to retirement who want a little bit more safety or just in general if you want overall safety at all, you're going to want something closer to cash like a cash equivalent or short-term Treasury, which is the ETF SGOV. This one holds US Treasury bills with maturities under 3 months. The expense ratio is really low at nine basis points. The current 30-day SEC yield is around 3.5% and almost no duration risk or credit risk. As you approach retirement, you…
the ETF SGOV
AI-extracted context ...you're going to want something closer to cash like a cash equivalent or short-term Treasury, which is the ETF SGOV.
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Entry $100.62 24 Jun 2026Current $100.49 09 Sep 2026Result −$0.13vs. index −4.1% SPY +4.0% over the same days
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Surrounding source transcript
…y floor inside the account when you start to need stability. It's better than BND ETF in this rate environment, which has duration risk. Better than cash, which earns nothing. Plus, look at the return of BND over the past 5 years. Pitiful. This is the position you'll scale up over time as your other positions compound. All right, so six or seven tickers here. How would I weight them within a portfolio? If you're 20 plus years from retirement, you have a lot of time to let this thing grow. So, we want to be a little bit m…
This is the position you'll scale up over time
AI-extracted context This is the position you'll scale up over time as your other positions compound.
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Entry $292.63 24 Jun 2026Current $294.97 09 Sep 2026Result +$2.34vs. index −3.2% SPY +4.0% over the same days
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Surrounding source transcript
…seven tickers here. How would I weight them within a portfolio? If you're 20 plus years from retirement, you have a lot of time to let this thing grow. So, we want to be a little bit more aggressive. I personally would go VU 25%, SPMO 15%, QQQM 20%, VGT 10%, some special sector ETFs such as WQTM 10%, VXUS at 5%, and then SCHD for some safety at 15%. Now, if you're closer to retirement, like you're 5 years away or so, VU would be at 20%, SPMO 10%, QQQM 15%, VGT 10%, that special secto…
QQQM 20%
AI-extracted context If you're 20 plus years from retirement, you have a lot of time to let this thing grow. So, we want to be a little bit more aggressive. I personally would go VU 25%, SPMO 15%, QQQM 20%, VGT 10%, some special sector ETFs such as WQTM 10%, VXUS at 5%, and then SCHD for some safety at 15%.
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Entry $292.63 24 Jun 2026Current $294.97 09 Sep 2026Result +$2.34vs. index −3.2% SPY +4.0% over the same days
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Surrounding source transcript
…y would go VU 25%, SPMO 15%, QQQM 20%, VGT 10%, some special sector ETFs such as WQTM 10%, VXUS at 5%, and then SCHD for some safety at 15%. Now, if you're closer to retirement, like you're 5 years away or so, VU would be at 20%, SPMO 10%, QQQM 15%, VGT 10%, that special sector ETF at 10%, VXUS increased to 10%, SCHD increased to 20%, and now you have a smaller position of SGOV for that cash equivalent or treasuries safety. Now in retirement the portfolio would look something like VU…
QQQM 15%
AI-extracted context Now, if you're closer to retirement, like you're 5 years away or so, VU would be at 20%, SPMO 10%, QQQM 15%, VGT 10%, that special sector ETF at 10%, VXUS increased to 10%, SCHD increased to 20%, and now you have a smaller position of SGOV for that cash equivalent or treasuries safety.
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Entry $100.62 24 Jun 2026Current $100.49 09 Sep 2026Result −$0.13vs. index −4.1% SPY +4.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…HD for some safety at 15%. Now, if you're closer to retirement, like you're 5 years away or so, VU would be at 20%, SPMO 10%, QQQM 15%, VGT 10%, that special sector ETF at 10%, VXUS increased to 10%, SCHD increased to 20%, and now you have a smaller position of SGOV for that cash equivalent or treasuries safety. Now in retirement the portfolio would look something like VU at 20%, SPMO at 10%, QQQM at 10%, VGT at just 5%. Now we increase the international exposure with VXUS at 15%, SCHD is much higher …
a smaller position of SGOV
AI-extracted context Now, if you're closer to retirement, like you're 5 years away or so, VU would be at 20%, SPMO 10%, QQQM 15%, VGT 10%, that special sector ETF at 10%, VXUS increased to 10%, SCHD increased to 20%, and now you have a smaller position of SGOV for that cash equivalent or treasuries safety.
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Entry $292.63 24 Jun 2026Current $294.97 09 Sep 2026Result +$2.34vs. index −3.2% SPY +4.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…l sector ETF at 10%, VXUS increased to 10%, SCHD increased to 20%, and now you have a smaller position of SGOV for that cash equivalent or treasuries safety. Now in retirement the portfolio would look something like VU at 20%, SPMO at 10%, QQQM at 10%, VGT at just 5%. Now we increase the international exposure with VXUS at 15%, SCHD is much higher at 25% and SGOV at 15%. So really that last 40% of the portfolio is a lot more safe specifically in retirement. But that Roth IRA is your tax…
QQQM at 10%
AI-extracted context Now in retirement the portfolio would look something like VU at 20%, SPMO at 10%, QQQM at 10%, VGT at just 5%. Now we increase the international exposure with VXUS at 15%, SCHD is much higher at 25% and SGOV at 15%.
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Entry $100.62 24 Jun 2026Current $100.49 09 Sep 2026Result −$0.13vs. index −4.1% SPY +4.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…ash equivalent or treasuries safety. Now in retirement the portfolio would look something like VU at 20%, SPMO at 10%, QQQM at 10%, VGT at just 5%. Now we increase the international exposure with VXUS at 15%, SCHD is much higher at 25% and SGOV at 15%. So really that last 40% of the portfolio is a lot more safe specifically in retirement. But that Roth IRA is your tax-free growth engine. Let that thing do the work for you. Especially if you're further away from retirement. If you want m…
SGOV at 15%
AI-extracted context Now in retirement the portfolio would look something like VU at 20%, SPMO at 10%, QQQM at 10%, VGT at just 5%. Now we increase the international exposure with VXUS at 15%, SCHD is much higher at 25% and SGOV at 15%.
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Entry $36.58 24 Jun 2026Current $35.61 08 Sep 2026Result −$0.97vs. index −6.6% SPY +4.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…to 10 years. Right now in 2026, we have a lot of these AI, quantum computing crypto space robotics and more. A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space. Most of these have had some epic years with returns shooting straight up to the moon. We don't expect this every year, but like I said earlier, the Roth is definitely one where you do want to weigh in or lean in…
BOTZ for robotics
AI-extracted context A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space.
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Entry $618.92 24 Jun 2026Current $574.29 09 Sep 2026Result −$44.63vs. index −11.2% SPY +4.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…razy because of new technology happening or new things happening in the next 5 to 10 years. Right now in 2026, we have a lot of these AI, quantum computing crypto space robotics and more. A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space. Most of these have had some epic years with returns shooting straight up to the moon. We don't expect this every year, but like I said ear…
SMH AR TY or AIQ for AI
AI-extracted context A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space.
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Entry $33.87 24 Jun 2026Current $44.29 09 Sep 2026Result +$10.42vs. index +26.8% SPY +4.0% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…ing in the next 5 to 10 years. Right now in 2026, we have a lot of these AI, quantum computing crypto space robotics and more. A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space. Most of these have had some epic years with returns shooting straight up to the moon. We don't expect this every year, but like I said earlier, the Roth is definitely one where you do want to …
IBIT for Bitcoin
AI-extracted context A couple examples here for you to research would be SMH AR TY or AIQ for AI, WQTM or QTUM for quantum computing, IBIT for Bitcoin, BOTZ for robotics, and UFO or NASA for space.
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