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Matheus S.'s avatar

Thanks for the very interesting read. In this context, what is your opinion on "quality ETFs"?

Dan's avatar

In some cases, they will have the same issues. Managers will need to rebalance the positions, and buy MSFT too because MSFT is a "quality stock", and I'm afraid the TOP 10 of the stocks will be very similar to those from S&P500)

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Dec 21, 2024
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Dan's avatar

A great question! I would recommend beginning with the core-satellite strategy in this case. If you have little time to study value investing or fundamental analysis, your satellite part should be small. As you increase your knowledge over time, this part might become bigger.

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Dec 21, 2024
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Dan's avatar

Adding good quality companies that regularly pay and increase dividends might be a good addition to the core part. Like V or MSFT (but it’s expensive right now).