6 Comments

Look at the relative performance of Nasdaq/SPX/large-cap vs small-cap, vs commodities, vs foreign stocks.

Lots of under covered areas away from indexes and funds. I can't even find funds, in the U.S. at least, the cover overlooked areas because nobody wants them. The coal ETF KOL shuttered at the end of 2020 right as the bull market was taking off. Or they cover the market, like China dividend funds, but yield 1/2 to 1/3 of what can be obtained by going "dumb long" the biggest, higher yielding companies. I found many 10x stocks in the list of ADRs back in 2000, most were emerging markets like Brazil, Russia, China, etc. After two decades of globalization, many markets including Hong Kong, Indonesia, China, Malaysia etc. have plenty of opportunities for those willing to look.

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I tried finding a Gold fund. doesn't exist on Earth apparently

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SGDLX is OK, but owns too much gold bullion. Not a bad starting point for finding some miners though. SGDJ and GOEX own the smaller companies. I haven't charted them.

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Thx. I meant by funds that are offered from my adobe 401k. Every fund is mag 7 types

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Ah, that's why I rolled my 401k into an IRA as soon as I leave a job.

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The tax planning stuff is pretty important tho. As long as you bring in someone to optimize that you’re solid.

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