Note by Sam Ro, CFA on Substack: "S&P Dow Jones shares this chart showing “more than 5% of the S&P 500’s year-to-date gain of 6.6% gain is down to just seven tech titans.“ Sure. But if you’re worried about market concentration, I’d note that some of these companies are effectively dozens of companies. More here…"

April 26, 2023

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S&P Dow Jones shares this chart showing “more than 5% of the S&P 500’s year-to-date gain of 6.6% gain is down to just seven tech titans.“

Sure. But if you’re worried about market concentration, I’d note that some of these companies are effectively dozens of companies. More here: tker.co/p/weekly-trillion-dollar-compan…

TKer by Sam Ro

Trillion dollar exposure 💰

And a disclosure about my trillion dollar lifestyle 💰

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