What’s the S&P 500 Without Its FAANGs?

Given the sheer size of “mega cap stocks”—being Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG & GOOGL), Meta Platforms (FB), Tesla (TSLA), NVIDIA (NVDA), and formerly Netflix (NFLX)—most portfolios carry noteworthy exposure to these companies.  And so it’s worth asking: how would the S&P 500, and most of our portfolios, have performed without these … Continued

How Long Does it Take Tech Stocks to Recover From a Crash? with Ben Carlson

This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 2/20/22. Follow Ben on Twitter @awealthofcs for more!  —— From 1990 through the end of 1999, Microsoft’s share price went from around 60 cents to almost $60. That was a gain of nearly 10,000%, good enough to turn $10k into $1 million. Not bad. Then the … Continued

Predicting Q3 Earnings through FAANG with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig   FAANG – An analysis of FAANG heading into Q3 earnings FAANG is a well known acronym that includes some of the most successful tech companies: Facebook, Amazon, Apple, Netflix and Google. These highly liquid stocks generally lead the market, as they have certainly done this year. … Continued

Dividend Stock Investing with The Dividend Guy

FEATURING: THE DIVIDEND GUY In 2017, I bought $MSFT @ $75. Yesterday, $MSFT announced a 10% dividend increase. 💪 I trust my dividend triangle to find great companies: 🔼5 year Rev growth 🔼5 year EPS growth 🔼5 year Div growth This is the start for all my stock researches.@ycharts makes it easy 😎 pic.twitter.com/1XG6oO46Ev — … Continued

Impact Investing – 4 Things You Need To Know

1. ESG and SRI — How they’re different Environmental issues are more relevant (and trendy) than ever. Protecting and preserving the environment has become a focal point in modern politics — and it’s slowly but surely creeping into the investing world. Situations like the BP (BP) oil spill in the Gulf of Mexico and the … Continued

How Research Creates Opportunity in Volatile Markets

2018 is the year of the VIX — everyone’s talking about it and most are afraid of it. For the first time in a while, investors are needing to tap into their fight or flight instincts. And while you may be tempted to choose the latter, there’s a case to be made for fighting. First, a quick … Continued