MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

(Invesco) QQQ quarterly outlook report

MarkMark
in Fund Discussions

By Ryan T. McCormack and Paul J. Schroeder. January 21, 2025.

Performance Takeaways

° Invesco QQQ advanced by 4.07% on an NAV total return basis and outperformed the S&P 500® Index in Q4 2024.
° For 2024, QQQ saw an NAV total return of 25.60%, and outperformed the S&P 500 Index’s total return of 25.00%.
° QQQ’s overweight exposure and outperformance of the Consumer Discretionary sector and underweight exposure to the Health Care sector (per Industry Classification Benchmark- ICB) were the largest contributors to relative performance against the S&P 500 Index.(1)

This post is offered up as food for thought and nothing more.

Link

Comments

  • BaluBalu
    @Mark, Interesting, they call it outlook. May be “quarterly review” is a better title. QQQ is my largest holding and I do not think about it most days - same with SPY. In any case, what is the food?
  • MarkMark
    Hot pastrami on rye from Katz Deli if it was my choice or a grouper sammich from Tide Tables in Cortez.

    Anyway my thoughts are that not everyone follows the minute details of every investment possibility and that this outlook might feed their curiosity about this one. If I failed it won't be the first time.
  • BaluBalu
    Thanks
Sign In or Register to comment.