Subject: Re: OT Saul
I have invested in those 8-12 stocks, probably more than their weight in the S&P, and I've let my winners run, and I still have been trailing the index.
That's because sectors other than megacap tech have also been getting the love this year. Check out Financial Services (XLF) up 20%, Communication Services (XLC) up 18% and even Utilities (XLU) up 20% this year.
https://www.sectorspdrs.com/se...
Outside the S&P 500, you have homebuilders (XHB) up 19% and some individual retail and restaurant stocks doing very well. I'm looking at you, ANF (up 59%) and Sweetgreen (SG) up 64% YTD.