Stock price when the opinion was issued
VUG or S&P 500? Late in the investment cycle, growth stocks keep going up, but then very late in the cycle, you want to go into value. In 2000-2, growth underperformed, and value went up. Going to see a similar rotation into value over next 2 years. Underweight growth for the next couple of years, and overweight value. Almost certain recession in next 2 years, and growth always underperforms.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The fund holds large cap US growth stocks that include many top stocks. Management fees are reasonable at only 0.04% and is up 27% so far this year. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The ETF offers a good growth potential. The ETF could be more volatile than others so investors should take a look at their investment objective. Unlock Premium - Try 5i Free
It's more growth-oriented than the S&P 500. He expects less growth in the US this year than the 20% the last two years, so it's good to look at these buffered ETFs. They give reasonable upside, 8-15%, but also capital preservation around 10-15%. VUG are good to hold in this part cycle to stay invested in stock, with a lot less risk.
It's more growth-oriented than the S&P 500. He expects less growth in the US this year than the 20% the last two years, so it's good to look at these buffered ETFs. They give reasonable upside, 8-15%, but also capital preservation around 10-15%. VUG are good to hold in this part cycle to stay invested in stock, with a lot less risk.
This and a similar Vanguard ETG are nearly the same, except one is hedged and the other is not. He prefers not to be hedged, because he sees weakness in the Canadian dollar, to improve his return.