Investing Insights

Nasdaq 100 Rebalance: What It Means for Your Portfolio


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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

 

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

LinkedIn: https://www.linkedin.com/company/5161/

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