1Année·

Oh Oh... I just read the news that the NASDQ 100 is to be rebalanced because the "Magnificent Seven", ie. $MSFT (+1,59 %), $AAPL (+0,17 %), $NVDA (+2,32 %), $AMZN (+1,9 %), $TSLA (-6,59 %), $META (+0,4 %) and $GOOGL (+1,13 %) currently account for over 50% of the NASDAQ 100.


The 7 largest companies in the NASDAQ 100 have had really impressive earnings this year, resulting in overrepresentation in the index. To adjust this, a special rebalancing will be made, which has only happened twice in the history of the NASDAQ 100.


The rebalancing is scheduled to take place on July 24. It will likely result in the weighting of the 5 largest companies by market capitalization (i.e. Microsoft, Apple, NVIDIA, Google, Amazon and) being reduced from 46.7% to 38.5%.


I invested in the NASDAQ 100 late last year and have been very pleased with its performance so far. Since the beginning of the year: +36%! 📈🎉 However, I must admit that I am a bit worried that the upcoming rebalancing might affect my performance. On the other hand, of course I understand why the index should be reweighted. Currently, the first 7 positions in the index already account for 51.56 percent. That is quite a statement.


Have you invested in the $XNAS (+0,14 %) and what do you think about the planned rebalancing of the index? Do you think that this will influence the performance of the index?

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Congratulations on the performance, I invested in the NASDAQ 100 3x Daily Leveraged late last year & am up 162%.
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I also have exactly this ETF. In Austria via flatex without order fee, if you invest over 1000 euros. Ansosten I would have a Ausschütter. Since it is only a few %, I do not believe in a strong performance loss. Markus Koch clarifies just live in his Opening Bell.
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1Année
I'm curious whether the top 7 on 24.04. something Dippen if they are reduced in the index.
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I think that the rebalancing should be seen rather positively. It reduces the cluster risk in an already small ETF (here small = few stocks).
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But why are positions reduced where it is clear that they will continue to rise in the future?
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Actually, an equally weighted nasdaq eft should benefit from such a conversion?!
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I stock a NASDAQ 100 ETF precisely because of the weighting of the top 10. Too bad they're adjusting that.
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Maybe it's a bit too simple, but I see it like this: The index takes profits and invests them in stocks that haven't run so hot yet. One or the other fund manager would probably do the same. I think it's actually quite good.
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I am 3x leveraged in the Nasdaq 100, currently in the red and find it incalculable when the position sizes are suddenly changed. Nevertheless, I do not expect too strong effects, since the changes are known and priced into the index.
Unfortunately only what I had at the time x)
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