Large-cap Growth

We have Challengers!: QQQM vs. IWY vs. VUG as Preferred Asset for Large-Cap Growth

Nov 29, 2022 10 min read Preferred Assets Large-cap Growth Assets Equities VUG IWY

Even if you get the top spot, there’s no guarantee that you will stay there. In September, I declared VUG as my preferred asset for Large-Cap Growth, but suggestions from two readers bring two new challengers: will QQQM or IWY prove a better fit in a Risk Parity portfolio?

Preferred Asset for US Large-Cap Growth: VUG/IVW

Sep 20, 2022 9 min read Assets Equities Large-cap Growth VUG IVW

We’ve got small-cap value covered with AVUV, but what should we pair it with? In this deep dive, I look at what large-cap growth fund might work best in concert with AVUV. The candidates are VOO, VUG, IVW and DFUS - with VUG and IVW achieving exalted (ha!) status of “preferred asset.”