IGV is probably the most underrated ETF in the market. Absolute all-star composition of fantastic companies to compliment FANGMAN holdings. Just full of SaaS companies. As you point out, it's even outperformed the Nasdaq-100 this year!
"I’ve proudly expressed my conviction in the digital asset and laid out a variety of strategies to implement depending on risk tolerance, timeframes, and existing exposure."
As a brand, shiny new subscriber to this Substack could you point me to those various strategies please?
I'm wondering whether the timing if right for MARA or MSTR, for example?
Looking forward to reading plenty as I like your stuff on Twitter, Caleb
Great read man...agree 100 percent...keep up the great work
Thanks Daniel, glad that we're on the same page!
Great write up Caleb!
Great analysis and share your views as we move to 2024!
Epic!
That 55% return on IGV is especially eye opening considering QQQ has gained 46%. Still, the average YTD gain for the Super 7 is 102%
IGV is probably the most underrated ETF in the market. Absolute all-star composition of fantastic companies to compliment FANGMAN holdings. Just full of SaaS companies. As you point out, it's even outperformed the Nasdaq-100 this year!
"I’ve proudly expressed my conviction in the digital asset and laid out a variety of strategies to implement depending on risk tolerance, timeframes, and existing exposure."
As a brand, shiny new subscriber to this Substack could you point me to those various strategies please?
I'm wondering whether the timing if right for MARA or MSTR, for example?
Looking forward to reading plenty as I like your stuff on Twitter, Caleb