Subject: Re: OT: big companies
I think that's opposite to what both have to say, mechinv and Jim. Jim's original argument was that exactly such a basket is super-expensive:

The top 7 popular firms in the US market by market cap are currently trading at a collective weighted-average earnings multiple of 36.96. That's the aggregate market cap divided by the aggregate earnings. (AAPL MSFT GOOG AMZN NVDA TSLA META)

So even if one or even two of them are 5x winner in 5-10 years,what would be the gain (or loss) if the other 6 then did revert to "normal" valuation levels?