Investment Strategy - Individual investors are advised to construct a well-diversified portfolio with a core foundation in a high-quality low-cost S&P 500 fund [1] - For those who can tolerate short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term secular bull market [1] - Large oil and gas companies that provide strong dividend income and growth are suggested for dividend income [1] Portfolio Management - A top-down capital allocation approach is recommended, tailored to each investor's personal situation, including factors such as age, retirement status, risk tolerance, income, net worth, and goals [1] - Suggested allocations may include categories such as S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]
FTEC: Don't Give Up On American Technology - Especially Not On NVIDIA