Doug Boneparth: The Real Question Behind S&P 500 vs QQQ
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Doug Boneparth reframes the S&P 500 versus QQQ debate around a single filter: which one will actually be easier to hold on to. QQQ brings deeper drawdowns and more parabolic upside, and he points back to the 2022 lows where investors sat through 50 to 70% declines before the move that followed. Sit through that and you earn the premium. The second question is whether you believe in the theme at all.