Shifting Narratives: What The Highs And Lows Mean For Expectations

Market concentration rose to multi-decade highs as names like Nvidia, Apple, and Microsoft continued to surge higher. The three largest names in the S&P 500 accounted for 40% of the total returns through the end of 2024. On the lower economy and inflation side of the debate, the Fed continues to work to lower inflation.

Weekly Report: what happened at MGC last week (0715-0719)?

Fresh Thinking On Active Investing In U.S. Large-Cap Stocks

Home Investing Strategy Portfolio Strategy Fresh Thinking On Active Investing In U.S. Large-Cap Stocks. Tony DeSpirito challenges conventional thinking that alpha-seeking investors should avoid large-cap stocks. The top stock by market cap in the S&P 500 is larger than the entire small-cap universe.

Beware The 'Relative Value' Trap

Capital has been rotating out of tech into small and mid-cap indices. Global fund flows have been concentrated in the most expensive US tech sector. The odds of a Fed easing cycle have risen as the US economy continues to weaken. The 'Relative Value' Trap is a trap investors are falling into.

BRNY: An Expensive But Sensible U.S. Factor Rotation ETF

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Weekly Report: what happened at MGC last week (0624-0628)?

Taking Stock: Q3 2024 Equity Market Outlook

Home Investing Strategy Portfolio Strategy Taking Stock: Q3 2024 Equity Market Outlook by Tony DeSpirito. U.S. Stocks held onto gains in the second quarter, even as concerns over stubborn inflation, strong economic data and reduced expectations for Fed rate cuts. Bigger dispersion as earnings growth is the catalyst for increased stock-level dispersion.

Beyond Money Markets: Maximizing Your Cash

Should Vanguard Mega Cap ETF (MGC) Be on Your Investing Radar?

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MGC: A Mega-Cap ETF To Invest For The Long Run

The Vanguard Mega Cap ETF outperforms S&P 500 with focus on top 200 large U.S. Companies. Despite MGC's heavy allocation to mega caps, it has a similar P/E ratio relative to the S&p 500. MGC shows a price-to-earnings ratio similar to the Russell 1000 and has a tilt toward quality.

How Is Wells Fargo’s Stock Performance Compared to Other Mega-Caps?

Wells Fargo & Company (WFC) is one of the largest and most recognized banks in the U.S. With a market cap of $203.5 billion. The bank's shares are trading 7.4% below its 52-week high of $62.55. Shares of WFC are up 1.5% over the past three months, lagging behind the Vanguard Mega Cap ETF. Over the longer term, WFC stock is up 17.7% in the past year.

Weekly Report: what happened at MGC last week (0603-0607)?

How Is PepsiCo’s Stock Performance Compared to Other Mega-Caps?

PepsiCo, Inc. (PEP) is a global food and beverage company that offers snacks, cereals, and beverages. The company's stock has underperformed the broader market over the past year. Shares of PEP are up 6.4% in the past three months and up 2.2% over the longer term. PepsiCo shares are trading 9.8% below its 52-week high.

How Is Exxon Mobil's Stock Performance Compared to Other Mega-Caps?

Exxon Mobil Corporation (XOM) is a dominant force in the global oil and gas industry. The company is valued at $451.28 billion by market cap. Shares of XOM are currently trading 7.5% below their 52-week high of $123.75. XOM has gained 8.2% over the past three months.

MGV: A Low-Cost Value Fund With Consistent Downside Protection

The Vanguard Mega Cap Value Index Fund ETF (MGV) is a low-cost value fund. The fund selects mega-cap stocks based on book-to-price, future earnings, and dividends to price. It has a 77% overlap with the Vanguard Value ETF. MGV has demonstrated solid downside protection over the last decade. But readers should consider another fund with better value, growth and quality.

Weekly Report: what happened at MGC last week (0527-0531)?