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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: mungofitch 🐝🐝🐝 GOLD
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Number: of 6131 
Subject: Re: Long time reader, infrequent poster
Date: 10/13/25 12:28 PM
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No. of Recommendations: 9
It's the same top 10 holdings. Russell 1000, VONG, S&P500, QQQ ...... all have about the same top 10 stocks.

True 'nuff.
But of course one doesn't have to pick top 10 by market cap, you could pick top 10 by something else. (in fact there is some research that suggests you'd be better off sorting by ANY other datum...)

e.g., top 25 of the Nasdaq 100 by ROE beats the whole set, equally weighted in both cases. Around 3.6%-4.0%/year in the last 20-25 years. Didn't save your bacon in the tech crunch, but left it a tiny bit less cooked.
(I used the "Return on Shareholders Equity" field from Value Line)

Jim

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