Subject: Re: OT: S&P versus T-Bills?
In 2022 and 2023, you recommended buying QQQE when prices were much lower. That was an excellent call! Per your post below, you said "fair value is 68 and today's price of 70.56 is not cheap but reasonable". You also said "This sort of valuation exercise certainly won't have you putting your money into the S&P 500 these days, whether cap weight or equal weight."

https://www.shrewdm.com/MB?pid...

Well, that was then. Today QQQE sits at 90.

I would be cautious in calling this an "excellent call" ; returns since March 2022 (when QQQE last traded at 70ish)

QQQE  +28%
QQQ   +53%

tecmo
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