Chip
@chip-kalousek.bsky.social
Investment Nerd at Savant Wealth Management | On a mission to change 1,000,000 lives | Chartered Financial Analyst | views = mine | tweet ≠ advice
"Magnificent 7" (MAGS ETF - the seven largest U.S. tech stocks, like Apple, Microsoft, and Nvidia) down ~15% ytd and ~20% from December peak.
S&P 500 excluding Magnificent 7 (XMAG) down less than ~1% ytd.
MSCI ACWI global index down just ~1% ytd.
-Emerging Markets (EEM) up ~4% ytd.
S&P 500 excluding Magnificent 7 (XMAG) down less than ~1% ytd.
MSCI ACWI global index down just ~1% ytd.
-Emerging Markets (EEM) up ~4% ytd.
March 11, 2025 at 11:27 PM
"Magnificent 7" (MAGS ETF - the seven largest U.S. tech stocks, like Apple, Microsoft, and Nvidia) down ~15% ytd and ~20% from December peak.
S&P 500 excluding Magnificent 7 (XMAG) down less than ~1% ytd.
MSCI ACWI global index down just ~1% ytd.
-Emerging Markets (EEM) up ~4% ytd.
S&P 500 excluding Magnificent 7 (XMAG) down less than ~1% ytd.
MSCI ACWI global index down just ~1% ytd.
-Emerging Markets (EEM) up ~4% ytd.
Why betting only on U.S. stocks might be limiting your returns:
International markets (EFA) are up 9%, outperforming U.S. stocks by 13.4% year-to-date—the largest gap in over 20 years!
International markets (EFA) are up 9%, outperforming U.S. stocks by 13.4% year-to-date—the largest gap in over 20 years!
March 11, 2025 at 11:27 PM
Why betting only on U.S. stocks might be limiting your returns:
International markets (EFA) are up 9%, outperforming U.S. stocks by 13.4% year-to-date—the largest gap in over 20 years!
International markets (EFA) are up 9%, outperforming U.S. stocks by 13.4% year-to-date—the largest gap in over 20 years!
Be sure to clarify what type of inflation your clients are experiencing. It might only be their morning breakfast eggs.
December 12, 2024 at 2:59 PM
Be sure to clarify what type of inflation your clients are experiencing. It might only be their morning breakfast eggs.
At the Riverchase Galeria Mall - I don’t think all these people are here for a leisurely walk. Feels like early 2000s in here. #economy
November 29, 2024 at 9:10 PM
At the Riverchase Galeria Mall - I don’t think all these people are here for a leisurely walk. Feels like early 2000s in here. #economy