“I have a lot of index funds... to the extent that the AI trade keeps working, having all of that concentration in the S&P 500 works to your advantage because you are getting oversized exposure to that.”

Lou Whiteman · Motley Fool Hidden Gems Investing · Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells

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What was described

hold a large allocation of S&P 500 index funds to gain oversized exposure to AI companies

Said nearby on the same subject

“You could sell an ETF based on the S&P 500 and buy an ETF based on another index… or buy a fund that invests in the same industry”
♫
Said on Motley Fool Hidden Gems Investing
Growth tactic Share this moment
“Bridgewater bucked the trend and gave investors a gain of 9.4% that year… averaged over 11% annually since 1991, compared to approximately 7% of the S&P 500”
♫
Said on Tony Robbins Podcast Daily
Hard number 2008 gain 9.4% vs market -37%; pure alpha fund averaged >11% annually … Share this moment
“What you want to do is hold your fund in slightly different weights compared to how strong the momentum is from each stock, and make sure you have some exposures outside of that momentum bucket as well.”
MJ
Matt Jones
Equity Mates Investing Podcast ·
How they work Share this moment
“Low cost index funds… you’re competing with a PhD in liquid dynamics from MIT… with supercomputers and AI.”
SG
Scott Galloway
BiggerPockets Real Estate Podcast ·

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