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No. of Recommendations: 6
I wonder if buying the 100 components of the QQQE yourself and not rebalancing for, say, 5 years may be a better trade.

But it doesn't much affect returns...0.34% worse before trading costs and fees.
(your trading costs will be higher than those of the folks running the fund, but you skip the fees)
Probably pretty close to a wash.
It has the advantage of letting you skip a firm you find odious.

Interestingly, if you *never* rebalance, the result is about 2.5%/year worse.
A lot of firms go generally up then go bust.
But because the "up" part usually takes much longer than the "bust" part, rather counterintuitively
holding a portfolio of random stocks for a fixed period of time works quite well but holding every stock forever doesn't.

Jim
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