Hi, am I fool or the Nasdaq100 is by far the best strategy ? Outstanding gains with a medium DrawDown. Can you give me reasons to not invest using only this strategy for the long term (+20 years) ? Also, the strategy has an hedge so in bear markets it did well based on the backtests.
The Nasdaq strategy was able to select value stocks (energy, pharma, consumer..) during 2022 instead of the usual FAANG high-flyers. This was the main reason for the better result. The same was the reason for the Dow30 and the sector rotation. All these did switch to defensive value stocks. The hedge did not help too much last year as Treasuries and Gold did not perform well.