Managed funds

Started by Shareguy, Aug 13, 2022, 07:19 AM

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Mos

#435
Quote from: Basil on Jul 14, 2026, 09:51 PMI'm also feeling now is not the right time to apply fresh capital with global growth funds. Plenty of froth in some of the tech stocks and a S&P500 ETF has a lot of exposure to it.  Even a global fund like Simplicity's one has a high allocation to it based on its market capitalization.

Very disappointing to see the Middle East back into complete turmoil again.

This insights article from Nicholas Bagnall of Te Ahumairangi highlights the frothiness of tech stocks outside the magnificent seven quite well.

https://teahumairangi.co.nz/research-and-commentary/many-of-the-next-tier-of-tech-companies-are-far-more-expensive-than-the-magnificent-seven/[/url]