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Based on the most helpful WSO content, here are some good ETFs to consider:

  1. Smart Beta ETFs: These ETFs have specific investment objectives, such as low volatility or high dividends. They aim to provide better risk-adjusted returns by following alternative index construction rules.

  2. Dividend ETFs: These ETFs focus on stocks with high and sustainable dividends. They are designed to provide a steady income stream while minimizing the risk of investing in companies with unsustainable dividend policies.

  3. Value-Based ETFs: These ETFs target the cheapest stocks in the market but avoid companies that are cheap for a reason, such as those with poor fundamentals. They aim to capture the value premium while minimizing the risk of value traps.

  4. Farmland Investment: Although not a traditional ETF, investing in farmland through platforms like FarmTogether can diversify your portfolio. Farmland values have been rising, and it offers a target net IRR of 6-13%.

These options provide a mix of stability and potential growth, catering to different investment strategies and risk appetites.

Sources: Career in Passive Investment?, https://www.wallstreetoasis.com/forums/the-only-post-about-active-investing-you-will-ever-need-to-read?customgpt=1, The Best Sector, Asset Class, or investment idea for 2017 (that WSO didn't know existed), https://www.wallstreetoasis.com/forum/trading/best-etfs?customgpt=1, QE-squared | The Daily Peel | 12/21/22

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

QQQ was solid  in the past due to Nvidia but will likely take a big hit now with Nvidia being severely overbought and subject to investigations and Apples encryption anti-trust case + increasingly poor software abilities compared to competition.  I don't think Apple has much more room left to update its hardware minus the iphone cameras. They need to start developing better software or stop gatekeeping mainstream software alternatives if they want to stay ahead of android/pc.  Nvidia is basically a crypto pump and dump in the making now, the amount of company insiders selling should be an alarm to get out.

I do like the other posts suggestions for the current domestic market and would go for whichever one has the least amount of Nvidia/Apple exposure until things change. The Russell 2000 indexes might  be a dark horse if tech goes into a glut but that is a high risk scenario that I would hesitate on until more news comes out. The health of the Russell 2000 is largely  dependent on their ability to access credit that they've been starved for over the past decade... credit that  would otherwise just  disproportionately have been lent to big tech.

As for foreign markets... All the western investment capital leaving China and Taiwan due to geopolitical tensions has to go somewhere else overseas or it will be taxed on its way back to the states/west.  With that considered I currently like  the the JPX (Japan) and  might also consider FLIN (India).

The last place I would want to park any capital is Europe due to the current tensions over Ukraine. If I wanted any Europe exposure... I'd go ITA (Aerospace and Defense).  This would be especially lucrative under Kamala  as historically women in power are bigger warhawks than men, this is likely considering she is establishement and the  establishment is aiming for full spectrum dominance.  This is objectively  subject to changing conditions under another Trump presidency which would very likely finally force Ukraine to the table for the first time  to discuss peace negotiations in earnest.  

EDIT: I can't believe someone threw shit on this post; they must have been politically triggered. 

Bobby the Baboon - Leader of the Next Great Market Chimpout
 
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Are you surprised at all about the reactions?

People said the same thing about Apple more than 10 years ago and yet here we are and the company reinvented its products many times. NVIDIA has been overbought and ridiculously expensive for more than a few quarters and still continuous to outperform. I’m not saying these are good investments but your hypotheses are vague to say the least.

Also, recommending India and Japan while criticizing that QQQ, NVIDIA and Nasdaq are overbought is a bit ironic tbh. I like India too as a long-term investment, but it’s bloody expensive on all accounts and arguably not a core investment idea for most people.

The thing is, what looks obvious from a macro perspective very very often fails to materialize- just think about China 10,20 years ago, Japan before that, etc. we simply don’t know.

I’m not even gonna address the women-war hawk-Europe stuff.

 

Your assessment of Apple is correct in the nearer term 10 year period but its important to note that Apple did get hurt in the dotCom Bubble of the late 90s and relinquished over 80% of its stockprice from peak to trough in a 1 year period of time. It did not retrace its gains for another 5 years thereafter

I would argue that  Nvidia and AI in general would be better compared to Apple of the late 1990s (25+years ago) as opposed to  comparisons of  Apple of the last 10-15 years.  The P/E ratios and current uncharted territory of current AI usecases very clearly support that assessment.  Speaking of Apple and AI, the latest Iphone sales numbers also support my thesis that AI is overhyped... as Iphone sales have stagnated despite its biggest selling point being that the hardware capabilities are now "AI Ready", with specifically more memory, processing power, and battery capacity capable of handling the AI Apple plans to boot into them come the new year.

As far as China, China has very much outperformed the rest of the world in the past 10-20 years in terms of GDP (due mostly to manufacturing). Obviously that has not translated into market gains for investors, but that is due to the state absorbing all those market gains to fund future development and infrastructure within the country like modernizing their manufacturing capabilities, creating high speed rails, and moving to energy independence via hydro-electric power and artificial sun tech.   As much as I dislike China as a communist entity, you cannot in good faith argue that there haven't been greater advancements there in the past 20 years than the rest of the world. Their leapfrogging of  the west in terms of technological abilities and their modern cities put most of the western world's advancements to shame and makes places like NYC and its state run transportation system look like a thirdworld country.  It's  outside investors error  to think communist leaning fascist/statist nations like  China wont take any and all  capital gains from investors for their own pet projects. That is a core tenant of communism/fascism/ statism.  Just look at  Soviet Russia, whose achievements in the field of civilian education in STEM, cosmonaut space exploration advancements, and their nuke proofed subway systems made  American education, NASA and  NYC subways look like thirdworld countries. You simply cannot make the comparison that China has not excelled in the past 30 years, its just that their capital gains from GDP  do not stay in the market, they are taken by the state to fund undertakings of massive projects for the populations benefit.  With that said, even if the West continued its multi-decade pace of outsourcing production to China.. you are right... it is a fools errand to invest in that country, especially if they continue to try to assert dominance over the rest of the West's allies in the  South China Sea, which will inevitably lead to IMF restrictions and coordinated military intervention measures from US, Japan, Korea and  Australia. As for Nippon, quite the contrary, they have done  suprisingly well despite their currency controls by the Bank of Japan. In fact their economic indexes and the Nikkei  have outperformed most of the West and the rest of the world with the only exception being the US tech-based powerhouse.

Lastly, as for the women war hawk critique. Here is a link to better inform and give context.

https://www.reddit.com/r/history/comments/9ipjxp/throughout_history_que…

http://www.nber.org/papers/w23337

Current examples are Clinton on Syria, Harris/Nuland//Haley on Eastern Europe and the M.E. Before them, Thatcher of English notoriety was most well-known as "the Iron Lady" for a reason.  The only voice of reason for peace negotiations in current times has been Gabbard, who most suprisingly actually has a background as a military combat vet  and  as such probably doesn't need to prove much to her opponents in such regard.

Bobby the Baboon - Leader of the Next Great Market Chimpout
 

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