[CoachKandSportsguy]

XLG by far

top 50 largest cap stocks in the SP500, all US oligopolies and world dominate players in most if not all sectors.

plenty diversified, and plenty concentrated to deliver superb earnings growth. . not so much with dividends but with revenue and earnings growth along with EPS growing stock buybacks

brought to you by python portfolio strategy backtesting.

former finance guy

[Stu from NYC]

Originally Posted by CoachKandSportsguy

XLG by far

top 50 largest cap stocks in the SP500, all US oligopolies and world dominate players in most if not all sectors.

plenty diversified, and plenty concentrated to deliver superb earnings growth. . not so much with dividends but with revenue and earnings growth along with EPS growing stock buybacks

brought to you by python portfolio strategy backtesting.

former finance guy

OK I will bite, what in the world is a python portfolio strategy backtesting?

[manaboutown]

Although it is not an ETF I have no complaints about the performance of the shares of NVDA I purchased in 2022 nor of the BRK I bought in the middle 1980s.

The ETFs VGT and VOO have done well over the last few years, too. Again, no complaints.

[Caymus]

The new "Nifty Fifty"?

[CoachKandSportsguy]

Originally Posted by Caymus

The new "Nifty Fifty"?

Ding Ding Ding
We have a winner

[CoachKandSportsguy]

Originally Posted by manaboutown

Although it is not an ETF I have no complaints about the performance of the shares of NVDA I purchased in 2022 nor of the BRK I bought in the middle 1980s.

The ETFs VGT and VOO have done well over the last few years, too. Again, no complaints.

MAT,

nice purchases . . .

As far as VOO goes, which is the SP500, which is the same as SPY ETF from another vendor, XLG has beaten the VOO/SPY since 2015 on an annual basis, but more importantly on a CAGR as well . . . which is why I made the statement I did, but not by alot, but enough to have it show up on the portfolio performance as beating the SP500

[CoachKandSportsguy]

Originally Posted by Stu from NYC

OK I will bite, what in the world is a python portfolio strategy backtesting?

python, free software to program to do almost anything you want it to do, including
portfolio evaluation software addins, packages, which performs portfolio statistics over time of your portfolio construction rules against any benchmark.

professionals now use python with the addins that can do any, and i mean any, calculation from almost any field, and any financial calculation, as well as any portfolio analysis. and its free. .

quantastic!

[onfire]

XLG is a good pick. VUG is another excellent choice, it has more diversification and lower expense ratio.

[Stu from NYC]

Originally Posted by CoachKandSportsguy

python, free software to program to do almost anything you want it to do, including
portfolio evaluation software addins, packages, which performs portfolio statistics over time of your portfolio construction rules against any benchmark.

professionals now use python with the addins that can do any, and i mean any, calculation from almost any field, and any financial calculation, as well as any portfolio analysis. and its free. .

quantastic!

Darn something else they did not teach us about in business school.

[Boomer]

Never mind

I just deleted my rather extensive questioning of Python and why I am wondering why it is free.

I do not have time to look into this further right now.

Boomer

[Caymus]

Originally Posted by CoachKandSportsguy

Ding Ding Ding
We have a winner

I suppose that diversification is officially overrated.

I recently moved some funds into SPYV(Value) which is trailing SPY. Maybe someday the other 99% of the market will recover, The Japanese market is now near the high it set in 1989.

[CoachKandSportsguy]

Originally Posted by Stu from NYC

Darn something else they did not teach us about in business school.

me neither, and MS Office hadn't even been invented yet. . .

and believe me, its hard to teach an old dog new tricks, and its very slow going for me because the python syntax is so different than any other programming language I have ever used. . . .

taken about 4-5 months to get the data downloaded from various sites and loaded into my SQL server so I can actually do something with the data. .

So now I have to learn how to use machine learning to find the signals, which is also a python package, and after looking at other people's scripts, i need another course with private tutors and as many cheat sheets as possible!

[JRcorvette]

If you are Old do you really want Growth…? Or do you you want Security and Income! I know what I want.

[CoachKandSportsguy]

Originally Posted by JRcorvette

If you are Old do you really want Growth…? Or do you you want Security and Income! I know what I want.

Rules for Retirement:

a) you have enough
b) you have had enough

I have had enough, but I don't have enough, so trying to maximize the money i do have is the reason for the programming quest.

XLG filled with the top 50 stocks is not really HIGH growth, but slow and steady GDP + growth, considering that they only give 1%+ in dividends, you could also say there is some value in there as well.

In other words, can i make an extra 5-10K a year to pay for extra travel . .

[Stu from NYC]

Originally Posted by JRcorvette

If you are Old do you really want Growth…? Or do you you want Security and Income! I know what I want.

Considering we are living longer do need growth to go with that income so as to not run out of money. Not to mention in 10 years a chance social security will reduce monthly payments as our elected officials keep kicking the can.

To me a good basket of good no load mutual funds or etf's is the way to go.