8 Facts about the S&P 500 since the December 28, 2022 Lows.
About 267 stocks are higher now than on December 28th, 2022 (A little over half)
The total market cap of the 267 positive stocks, has gained $4.7 trillion since the index lows.
The top 10 of these stocks have gained roughly 3.1 trillion in value.
On the flip side, 234 companies have had declining market cap valuations since the December lows for a total decline over $1.3 trillion
Do the math, had it not been for 10 stocks the S&P 500 would have been flat so far this year.
If you took $10,000 at the beginning of the year and bought these 10 stocks you’d have roughly $16,000 now.
If you invested $10,000 at the lows and bought the whole index you’d have roughly $11,000 now.
If you only bought the bottom 493 stocks you’d still be at the December lows.
If you’ve read this far here’s two questions to think about.
What historically happens when the index returns are so adverse?
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Blacor Investments is unaffiliated with IAA and IAIM. The information provided is based on carefully selected sources, believed to be reliable, but whose accuracy or completeness cannot be guaranteed. All information and expressions of opinions are subject to change without notice and are those of Blacor Investments.
Past performance may not be indicative of future results.