Post #155 by mechinv on the Index Investing board

Investment Strategies / Index Investing

Unthreaded | Threaded | Whole Thread (1)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 2

According to an analysis by UBS, the "Big Six" stocks - Apple, Amazon, Google, Meta, Microsoft and Nvidia - have become cheaper relative to the rest of the market over the past 12 months.

Because of the higher returns of the Big 6 over the past two years, “it is natural to assume that their valuations would be extended,” said Jonathan Golub, chief U.S. equity strategist at UBS, in a note.

However, their multiples have increased less than the rest of the market. “Earnings have contributed far more to the mega-cap tech stocks in 2024 than the rest of the market (38.9% vs. 5.0%), and their valuations are up less (5.8% vs. 8.6%).”

See https://seekingalpha.com/news/4392101-the-big-6-st... for more details.

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (1)

Prev | Next

Announcements

Index Investing FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.