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cover of episode Nasdaq 100 Rebalance: What It Means for Your Portfolio

Nasdaq 100 Rebalance: What It Means for Your Portfolio

2023/7/21
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Investing Insights

Shownotes Transcript

In today’s episode, Ryan Jackson, a manager research analyst for Morningstar Research Services, talks about how the Nasdaq 100 rebalancing will affect Invesco QQQ Trust and other funds tracking the growth-focused index.

Timestamps

JPMorgan Starts Strong in Q3 

Threads Breaks Records, but Will It Produce Profits? 

Uber and Dominos Deliver a New Deal

The Nasdaq 100 Needs Changing 

What is the Nasdaq 100? 

The ‘Magnificent Seven’   

The Nasdaq’s Special Rebalance   

Which Companies Will Gain from the Rebalance? 

How Will the Nasdaq’s Rebalance Affect ETFs? 

Money Market Funds vs. CDs: How To Choose 

 

**Read about topics from this episode. **

JPMorgan Earnings: Revenue Outlook Increased Again as Higher Rates Boost Net Interest Income)

Meta Platforms: An Impressive Start for Threads, but Questions Remain)

Uber: Strong Network Effect Has Brought Domino’s Onboard)

What the Nasdaq 100 Rebalance Means for ETF and Index Fund Investors)

7 Charts on U.S. Fund Flows in the First Half of 2023)

ETFs Close Mild First Half with an Exclamation Point)

Choosing a Better Index ETF)

 

 

What to watch from Morningstar.

Hiring a Financial Advisor? Honesty Counts (With Yourself, Too))

Firing Your Financial Advisor? When To Stay, When To Go)

Spot Hidden Crypto Stocks and Funds in Your Portfolio)

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation)

 

 

Read what our team is writing:

Ivanna Hampton)

Ryan Jackson)

 

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