Sim

speaker

992 appearances 4 recordings 1 series first heard Apr 2026 last heard 8 Jun

Sim’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 4 in all, peaking in May 2026 with 2.

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Friends That Invest · Index Funds Are Changing: Here’s What You Need to Know · 8 Jun 2026 podcast

And that's, you know, not really what a lot of us signed up to.

Now the pros with this, one is that you do get access to these mega cap companies and therefore the growth of them without having to do anything.

And so as a result, it's not going to be like 10% of your portfolio, at least with the NASDAQ version, the S&P version we'll see.

But it's going to be a small percentage.

And it does mean that if it grows, we're still aiming for that same 7% return over the years.

And so hopefully it allows investors to not have missed out on the gains that were seen like when Tesla IPO'd.

I remember in like 2020, Tesla had IPO'd.

So I had my Tesla shares and I also had my S&P 500 funds.

And I remember my Tesla shares going up like 400%.

And though it was not in the S&P 500, because I had made exposure into that or taken exposure into that, I got the benefit.

But then also, shouldn't investors get the chance to decide, hey, do I want to take that risk or do I not, as opposed to it automatically being added in?

That's, you know, a concern.

Another pro though, which I'm okay with, is that if the company doesn't do as well, let's say SpaceX IPOs and it drops, then index funds are known, I mean, that's the whole passive part of it, they are known to rebalance regularly and so it will just drop further down on the list and you'll have less exposure to it or it will completely fall off the list if you're a company that's done really, really, really poorly.

So it still has that passive element to it in a way.

I also just want to add one of the concerns, and I don't know the answer to this, so I don't really know what this will look like.

But one of the concerns investors have, myself included, is will these large companies just add to the magnificent seven and be huge movers of the market in the same way that, for example, Nvidia has, or in the same way that Meta used to, where the market moves

slightly just because of a few big key moves.

And because of the large market cap, is that going to happen?

Now at the end of the day it is so hard to predict and there is in my opinion no point trying to time the market and like sell down your shares before the IPO and then rebuy them if it makes sense.

I am personally going to just stick to dollar cost averaging in my index funds and if there is an IPO of a company that I'm interested in then I'm going to do my due diligence.

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