Even though just five stocks, led by Apple and Microsoft, account for 24% of the index, the concentration helps stabilize the risk of investing over time.
In four of the last five times a similar level of “retail capitulation” occurred, the S&P 500 Index rose more than average in the subsequent one-, three-, and six-month periods.
The platform, first launched in April 2022, now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.
Charts detailing returns by asset class from 1992 to 2022.
Kayne Anderson Rudnick's Jon Christensen goes in-depth about his investment strategy.
Retail options traders are gambling, driven by sentiment and narratives. That often leads to future price declines on the overbought stocks, research shows.
Clients rarely have well-defined ideas about what they want their portfolios to look like. That’s why they seek out advisors in the first place.
She built her reputation on picking tech trends. Now she is having to defend bailing out of Nvidia.
O'Neil was a pioneer in using computer data to analyze stocks.
