Brayden Dennis
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Appearances Over Time
Podcast Appearances
To enter the contest, users need to open a Questrade custom indexing account and save an index and draft from a template in the library.
So that's the overview of Questrade custom indexing, the contest.
So make sure you stick to the end for this episode because we will be going over every single name that we have in the index and a few reasons why we're adding it.
They're not in the index.
Spoiler alert, Zoom is not in there.
That's a hidden exposure.
That is definitely hidden exposure.
And a lot of these names, too, as we go over, you'll see that sometimes only part of the business has that exposure to AI, which is not necessarily a bad thing, right?
Because I think...
We've talked about it quite a bit.
There's a lot of hype around AI right now.
So it's not necessarily a bad thing to have a little bit of exposure to other types of industries within also having that exposure to the AI.
So people will notice that as we go through the names.
Yeah, maybe you want to overweigh certain sectors over other, but still keep all the same constituents in the S&P 500.
And one of the main options right now, if you're just looking at the ETF route, is just getting equal weighted, right?
Or like Dan just mentioned, you might not want equal weighted.
You might still want to weigh it more heavily on certain other sectors that don't necessarily align with what the index is right now.
Yeah, and I guess maybe the last thing before we get started is also like, I don't think we looked, I certainly didn't, and you can let me know if that's right for your names, but I didn't look too much at the valuation.
I really looked at more the company and the prospects longer term in terms of the AI exposure.
If you look at the valuation, there are a lot of these companies that are still pretty richly valued right now.