Question (new here), how does one integrate BDS boycott campaigns with shariah compliant ETF funds? Cuz those are completely managed for you right? Is there any way to remove or "blacklist" certain companies from your managed account?
Or is the only way to integrate boycott campaigns to manage your own portfolio all by yourself?
Great update, Safeer! I really appreciate the transparency and the structured approach you're bringing to the community. 🙌
Your mix of 75% QQQ-based investing with 25% active selection is an interesting balance—offering broad exposure to tech leaders while still allowing for targeted opportunities. I can definitely see the benefits, especially for those looking to automate their investing.
That said, one challenge I often see with index-heavy strategies, even with Shariah filters, is that they don’t always go deep enough on compliance. Some companies pass initial screens but still have high debt reliance or generate revenue from non-halal sources.
Beyond compliance, indices like QQQ tend to overweight past winners, meaning investors often pay a premium for momentum stocks while potentially overlooking undervalued, high-quality businesses.
That’s why my approach leans fully active, focusing on:
- Business model strength & sustainability
- Debt structure & reliance on interest-based income
- Revenue composition & halal earnings quality
- Valuation to avoid overpaying for growth
I completely get why a hybrid approach works for many investors—especially for simplicity—but for my profile, I prefer full control over stock selection to optimize both Shariah compliance & long-term value creation.
Curious—how do you personally refine your stock exclusions beyond standard debt filters? Would love to hear your thought process!
Great question! META was undeniably an exceptional opportunity during the 2022 tech sell-off, especially when it dropped below $100/share—a rare moment where fundamentals, growth prospects, and valuation all aligned for an asymmetric risk-reward opportunity.
However, today’s situation is different. While META remains a strong business, its current valuation is significantly higher, meaning the margin of safety for new investors is much thinner.
- Fundamentals: Still solid, but the best time to buy was when the market was overly pessimistic.
- Growth Prospects: Long-term potential is there, but expectations are now priced in.
- Valuation: At today’s multiples, it's no longer the undervalued gem it was in 2022.
Investing isn’t just about holding great companies—it’s about owning them at the right price. That’s why I focus on fundamentally strong businesses that are still mispriced by the market.
Question (new here), how does one integrate BDS boycott campaigns with shariah compliant ETF funds? Cuz those are completely managed for you right? Is there any way to remove or "blacklist" certain companies from your managed account?
Or is the only way to integrate boycott campaigns to manage your own portfolio all by yourself?
Great update, Safeer! I really appreciate the transparency and the structured approach you're bringing to the community. 🙌
Your mix of 75% QQQ-based investing with 25% active selection is an interesting balance—offering broad exposure to tech leaders while still allowing for targeted opportunities. I can definitely see the benefits, especially for those looking to automate their investing.
That said, one challenge I often see with index-heavy strategies, even with Shariah filters, is that they don’t always go deep enough on compliance. Some companies pass initial screens but still have high debt reliance or generate revenue from non-halal sources.
Beyond compliance, indices like QQQ tend to overweight past winners, meaning investors often pay a premium for momentum stocks while potentially overlooking undervalued, high-quality businesses.
That’s why my approach leans fully active, focusing on:
- Business model strength & sustainability
- Debt structure & reliance on interest-based income
- Revenue composition & halal earnings quality
- Valuation to avoid overpaying for growth
I completely get why a hybrid approach works for many investors—especially for simplicity—but for my profile, I prefer full control over stock selection to optimize both Shariah compliance & long-term value creation.
Curious—how do you personally refine your stock exclusions beyond standard debt filters? Would love to hear your thought process!
What is the rational for not having META?
Great question! META was undeniably an exceptional opportunity during the 2022 tech sell-off, especially when it dropped below $100/share—a rare moment where fundamentals, growth prospects, and valuation all aligned for an asymmetric risk-reward opportunity.
However, today’s situation is different. While META remains a strong business, its current valuation is significantly higher, meaning the margin of safety for new investors is much thinner.
- Fundamentals: Still solid, but the best time to buy was when the market was overly pessimistic.
- Growth Prospects: Long-term potential is there, but expectations are now priced in.
- Valuation: At today’s multiples, it's no longer the undervalued gem it was in 2022.
Investing isn’t just about holding great companies—it’s about owning them at the right price. That’s why I focus on fundamentally strong businesses that are still mispriced by the market.