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Posted by
Two Blokes Jul 14 -
Filed in
Stock
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I recommend overweighting the technology sector beyond the S&P500, using diversified funds like XLK and/or QQQ for additional tech exposure. XLK's portfolio is dominated by industry leaders like Nvidia and Microsoft, both of which generate strong and growing free cash flow and are directly benefiting from the AI bull market. Leading U.S. tech companies have strong global brands and will directly benefit from the weak U.S. dollar (-9.8% YTD) when their foreign revenue is repatriated into U.S. currency.
