Tech Tactically Trimmed: Why I'm Holding MAGS But With Caution

  • I remain bullish on big tech long-term, but current Magnificent 7 valuations and macro headwinds warrant caution and selective exposure. MAGS offers a unique hybrid structure balancing growth and risk, but its performance can be replicated with a DIY approach, albeit with more hassle. Valuations are stretched for some Magnificent 7 names, but Microsoft, Google, Apple, and Amazon still offer reasonable upside potential.