저자: LosLuevano · 외국인
요약 보기
나스닥100을 추종하는 3배 레버리지 ETF TQQQ와 3배 인버스 ETF SQQQ를 소개하며, 두 상품의 구조와 높은 위험을 설명하고 거래 가능성·거래량을 언급한다. 과거 성과(나스닥 상승, TQQQ 상승, SQQQ 하락)를 설명하나 향후 가격 방향에 대한 명시적 예측은 없다. 레버리지로 인해 손실도 3배 확대될 수 있어 보수적 투자자에게는 부적합하다고 경고한다.
다듬은 글
Este texto está en inglés, así que lo limpio en inglés, sin traducirlo.
Through the stock market, you can invest in stocks, funds, REITs, and various other investment instruments. But in this video, I'm going to tell you about a couple of ETFs that invest in the Nasdaq 100 index, which tracks US technology companies. These particular ETFs are leveraged three times, one for the index and one against it.
My name is Oscar, from the Luévano channel. On this channel, you'll learn how to make your money earn more money. Join me as we look at two leveraged ETFs that invest for and against the Nasdaq stock index. Hello, investors, how are you? Because you asked for it, today we're going to talk about a couple of ETFs with a special characteristic: they are three-times leveraged ETFs that invest in the Nasdaq 100 index.
You've probably heard of the Nasdaq index, the S&P 500, and the Dow Jones. The Nasdaq 100 is one of the most important indices of the US stock market. Launched in 1985, it is about 38 years old. It comprises the 100 largest non-financial companies listed on the Nasdaq stock exchange, which is fully electronic and headquartered near Times Square in New York. This index is the newest of the major ones and is usually associated with technology companies, since most of the big tech firms are listed on the Nasdaq. The Dow Jones is the oldest of them all, and the S&P 500, which includes the 500 largest companies on the US market, is a well-known gauge of how the US market is doing overall.
Now let's look at the QQQ ETF, which tracks the Nasdaq 100. We've covered it in other videos, and it's one we currently hold because we want to diversify our portfolio with access to technology companies and the Nasdaq index. It charges a management fee of 0.20% (the transcript says 20%, but that figure is a transcription error; the actual fee is 0.20%). It has been on the market since 1999. Its largest holdings include Apple at about 11.07% of the basket, Microsoft at 9.64%, Amazon at 5.3%, Nvidia at 4.44%, Meta, Alphabet Class A and Class C shares, Tesla, Costco, Adobe, PepsiCo, Cisco Systems, and Advanced Micro Devices. Currently the index contains 102 stocks.
This year the Nasdaq index has had a formidable performance, rising about 39.46%, and the QQQ has matched it with roughly 39.5% so far this year, 36.97% over the last year, more than 110% over the last five years, and close to 600% since it began trading.
The two ETFs I'm going to discuss are leveraged three times, so you have to be very careful: just as they can amplify your gains, they can also amplify your losses.
The first is the TQQQ, which invests with three-times leverage in the QQQ. It currently trades around 8.57 and has a management fee of 0.8%, which is high. If the QQQ rises 10%, this ETF should rise about 30%; if the QQQ falls 10%, this ETF falls about 30%. So far in 2023 it has gained about 27.7% over the last year, and roughly 99% over the last five years, and around 170% in another period cited. But we must be careful: if we look at November 2021, when the Nasdaq was at all-time highs, a bearish stretch followed, and this ETF fell by as much as 80% at its worst. This is the ETF that lets you invest in the QQQ with three times leverage.
The second is the SQQQ, another one we have bought several times over the past year and this year. This ProShares UltraPro Short QQQ is an inverse ETF with three-times leverage against the QQQ. Its management fee is higher, at 0.95%, so anyone holding it won't keep it in a portfolio for long unless they are very bearish and believe the stock market will keep plummeting for years. Historically, the stock market has tended to rise: for at least the last 100 years, and for the Nasdaq since its creation in 1985 to date, growth has been positive. The SQQQ is a three-times leveraged inverse ETF on the QQQ. Today it is trending upward, but so far in 2023 it has fallen about 66%, over the last year about 67.72%, and since its creation about 98.61%.
In 2023, for example, if you had bought the SQQQ in March while the stock market was falling, you would have gained about 24–25%. If you had bought it around early September during a market decline, you would have gained about 17–18%. But I repeat: we must be very careful with these two instruments. Someone once asked me, "Oscar, what happens if the stock market rises while my QQQ investment falls?" That person had invested in the SQQQ, which is the inverse, three-times leveraged ETF. From December 1, 2022, until around the beginning of 2023, that kind of move happened, and the ETF rose about 38%. But as I said, the Nasdaq index has tended to rise since its creation. The SQQQ's purpose is to fall when the index rises, since it is designed to move inversely and three times as much against the QQQ.
These two ETFs can be bought from any brokerage in Mexico. I repeat, be very careful, since both are leveraged three times. It's not as extreme as forex, where leverage can reach 200 times, but it is still significant. They are not recommended for conservative or moderate investor profiles. For more risk-tolerant investors, including those interested in trading or scalping, they can be interesting instruments.
The QQQ is also listed on the international quotation system, so it can be bought from Mexico through any brokerage. If you have an account with GBM Bursanet or Cuspid, you can buy it. It trades a fair volume every day, often above one million pesos, sometimes reaching 10, 17, or even 20 million, so it is not difficult to buy or sell. The SQQQ is also listed on the international exchange and can be purchased from any brokerage in Mexico, and its daily volume is similarly above one million pesos, at times above 530 million, so it is reasonably liquid as well.
This video was simple and quick, and I hope the information is useful. If you found it helpful, please give it a like and share it. Let us know in the comments whether you already invested in or were familiar with these two ETFs. In the next video we'll talk about two ETFs that invest in the S&P 500, which can also be purchased from Mexico. Take care, and see you next time. Thanks for watching. If you're not following us yet, consider subscribing. Today I'm greeting you from the city of Vienna, Austria.
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