Be AWARE of Portfolio Concentration!
One thing that we always like to look at is sort of concentration and how complimentary is it to something like SPY. You just have to assume a lot of people hold SPY already, right? So it depends how you want to use this in your portfolio. If you want this to be your core holding and replace SPY just because of the bigger tech weight in FDV, that one makes more sense.
But if you're looking at using it as a compliment, if you're maybe afraid that you have too much tech exposure, and you're getting into DD growth, but you have a much more diversified play there to counter the S&P. So, I think concentration is something to just keep aware of.
Again, it's helped FDV. I like it. Again, it depends what you're using it for, but I think as a core, DGrow makes a little bit more sense, a little bit more stable. It's a little bit more diversified. Again, it all depends how you think we are in this cycle. Do you want to load up more on tech? But I just think as a core, DGrow offers a nice diversified basket compared to the other ones, sort of concentration diversification.
