3Semana
If you see no prospects for $MSFT, $AAPL, $NVDA etc. and no longer want them in your portfolio, your idea makes little sense to me. The Nasdaq is dominated by the Mag7 and these 3 positions alone make up 25% of the Nasdaq ... you are bringing these companies back into your portfolio through the back door, so to speak.
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3Semana
@GHF I continue to see growth in the three companies, but I doubt that they will grow *above average*. So, let's say hypothetically that the NASDAQ-100 rises by 30%, but Microsoft, Apple and NVIDIA only have a combined weighting of 25%. In that case, I will make a significant gain with the individual stocks, but less than would be possible as an alternative.
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