QQQ - U.S. Large-Caps: Still My Largest Allocation For The Second Half Of 2024
2024-06-08 09:00:00 ET
Summary
- Large-cap US stocks offer international exposure and diversification, making them a favorable investment option.
- Investor caution and options activity suggest rational market behavior, reducing the risk of a market crash.
- While risks exist, historical data shows that their impact on US stocks tends to be short-lived, presenting buying opportunities.
Main Thesis / Background
The purpose of this article is to discuss the border equity market and why I continue to believe in the value within large-cap US stocks. This is a follow-up to my review from a month ago when I covered this idea, and large-caps have indeed continued to perform well in the interim - as measured by both the S&P 500 and a large-cap index ETF:
1-Month Price Action (Google Finance)
