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PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list

Australian Investors Podcast

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How to Buy a Fang ETF

Fang is up 75% since I bought it. There's a lot of things there that are running incredibly strongly, Tesla, Apple, Nvidia. But there's a few things in there that aren't running anywhere near as strongly and then they will take over at different times. It's portfolio construction. Yes, I think there's some great quality world leading companies there. But would I have all of my core in fang? No.

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