No. of Recommendations: 2
'I was thinking about an old post of Jim's: his idea that a retirement portfolio could simply be comprised of equal parts of BRK, RSP, and QQQE.'
Outstanding post, Beaniac! Welcome! My sense is that Jim has leaned more towards QQQE over RSP based on his data and projected returns when the valuations are similar and make sense.
I've allocated that portion of my assets directed towards an index towards QQQE over the last 3+ years (although SPY has a sig. larger allocation due to multiple purchases years ago in a taxable account and pre-Jim's influence and data). Last added to QQQE (@$62.10) June '22 and it has delivered over 27% since. Seems to complement a large BRK position nicely when it's valuation is not stretched.
