Betting On Innovation: How Much Longer Can The QQQ Continue To Outperform?
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With QQQ recently passing the $100B in AUM mark, the world's second most traded ETF is showing no signs of letting up. The past decade has been especially good to the Nasdaq 100 index and the only U.S.-listed ETF that tracks it, outperforming the S&P 500 (and SPY) by an incredible 225%. Market history suggests we're due for some serious mean reversion sooner rather than later, right?Ryan McCormack, QQQ Equity Product Strategist at Invesco, joins Let's Talk ETFs to make the case for why the next decade can be just as profitable for QQQ bulls as the last one.Show Notes2:30 - When did Ryan's love affair with ETFs begin?5:30 - A strange index: How is the Invesco QQQ ETF (QQQ) and the NASDAQ 100 index underlying it constructed and maintained?10:00 - What do you attribute the QQQ's unbelievable outperformance over the last decade vs. funds like (SPY) and (DIA) to?16:00 - Further dominance of big tech: Effects of COVID-19 on early stage start-ups18:15 - How can QQQ be considered a "growth index" with so many dividend growth companies in its top holdings, including Apple (AAPL) Microsoft (MSFT) and Intel (INTC)?24:00 - Getting ahead of itself? What is current fair value for QQQ?27:30 - More than 50% tech: Is QQQ diversified enough to be a core portfolio holding for investors?32:15 - Holdings powering the index that might surprise people (SBUX), (TSLA) and more36:00 - Outlook for US/Global economy: Can markets continue their march higher?40:00 - Are continued low rates central to the bullish case for equities?42:00 - Why is QQQ poised to continue outperforming the broader market in the coming decade?43:45 - What are major risks to QQQ's continued outperformance?Learn more about your ad choices. Visit megaphone.fm/adchoices