If You Could Invest in Only One Asset Today, Choose the Nasdaq 100
At Alejos Capital Group, we often get asked:
“If you could only invest in one place right now — where would it be?”
The answer is clear: the Nasdaq 100.
The Case for the Nasdaq 100
The Nasdaq 100 isn’t just a tech index — it’s the heartbeat of American innovation. Inside it live the companies defining the future: Apple, Microsoft, Nvidia, Amazon, Meta, and Tesla. These aren’t just corporations — they’re global engines transforming how we live, work, and connect.
Historically, the Nasdaq 100 has outperformed every other major index over the long term. Its DNA is built on innovation, not stagnation — while the Dow and S&P 500 still carry slower, value-based exposure.
Simply put, the Nasdaq 100 captures tomorrow’s wealth, not yesterday’s wisdom.
The Pension Connection
Most investors don’t realize their pension funds, 401(k)s, and institutional portfolios are already tethered to the Nasdaq. When a portfolio lists “large-cap growth,” it’s often leaning into the same Nasdaq 100 names driving global markets.
That’s because the Nasdaq represents America’s most productive capital — the intersection of technology, research, and reinvestment. Pensions quietly rely on this growth to sustain future promises.
In short, your retirement is already riding on innovation — just indirectly.
Leverage Over Non-Leverage: The Case for TQQQ
If you believe in the power of compounding, leverage multiplies that belief.
Enter TQQQ (ProShares UltraPro QQQ) — a leveraged ETF designed to deliver 3x the daily returns of the Nasdaq 100.
Used recklessly, it’s a trader’s trap. Used strategically, it’s an accelerator of long-term conviction.
To illustrate:
If you had invested $20,000 in TQQQ in 2010, your position would be worth approximately $4.95 million today.
That’s not speculation — it’s the mathematics of innovation and compounding.
Over long bull cycles, TQQQ doesn’t just amplify returns; it transforms volatility into an asset. For disciplined investors, it turns a passive “buy and hold” into an active “buy and compound” approach.
Conclusion: The Asymmetry of Innovation
At Alejos Capital Group, we pursue asymmetric opportunities — where upside potential far outweighs the downside.
In today’s markets, the Nasdaq 100 is that asymmetry, and TQQQ is the lever that unlocks it.
AI, semiconductors, renewable energy, cloud computing, and digital ecosystems are converging into a compounding cycle of growth.
If you could only invest in one asset today — make it the Nasdaq 100.
And if you believe in conviction — make it leveraged through TQQQ.
⚖️ Disclosure
This article is for educational and informational purposes only and should not be construed as financial advice. Investing in leveraged ETFs like TQQQ involves significant risk and may not be suitable for all investors. Past performance does not guarantee future results. Always conduct your own due diligence and consult with a qualified financial advisor before making investment decisions.