Talking head on CNBC this morning is investing in S&P 500 minus FATMAG

Basically talking about a recovery play. These top 4 or 6 stocks make up 24% of the market, and weren't negatively impacted by the pandemic, while the rest of the market has. So as the economy recovers, the rest of the market will see outsize returns compared to FATMAG. I've seen other talking heads talk about rotations to value stocks as economy recovers.
Facebook
Amazon
Tesla
Microsoft
Apple
Google (Alphabet)

In response to this post by EDGEMAN

Posted: 01/08/2021 at 09:48AM

2020 sucked as a year, but the market loved it -- EDGEMAN 01/08/2021 09:38AM

2020 stock market loved the flood of cash and financing from Uncle Sam ** -- BleedinOandM 01/08/2021 12:42PM

TSLA is pure insanity. There is no way it keeps going -- HokieAl 01/08/2021 11:40AM

Let Them Eat Cake Baby ** -- Vippie1 01/08/2021 11:26AM

Stock market doesn't care -- lchoro 01/08/2021 10:16AM

I continue to expect a market reset of biblical proportions. ** -- BayHokie 01/08/2021 10:06AM

You missed it - that happened ten months ago ;-) ** -- Hokie360 01/08/2021 10:11AM

Talking head on CNBC this morning is investing in S&P 500 minus FATMAG -- Hokie360 01/08/2021 09:48AM

Not a bad idea. An equal weight S&P 500 ETF would kind of get you there. -- 501 01/08/2021 11:07AM

Will be very interesting what happens over the next couple of years ... -- vt90 01/08/2021 09:41AM

I'll get back with you in 8 years. ** -- Stork 01/08/2021 09:59AM

I'll be on a beach somewhere due to the last 4 years ... but deal. :) ** -- vt90 01/08/2021 10:02AM

I'll be right with you. Although I'll credit my good fortune to -- Stork 01/08/2021 10:04AM

Ditto...the old "Get Rich Slow" scheme...works every time :>) ** -- HOKIERIT 01/08/2021 8:23PM

Eh - not apples to apples because I believe you have a DBP. I don't ... -- vt90 01/08/2021 10:06AM

My pension isn't how I'm able to retire at 60. -- Stork 01/08/2021 10:16AM

Ditto! As a "self employed" if I didn't stash $$$ into a plan on my own -- DonHo-kieHi 01/08/2021 12:37PM

Let me guess - you invested in a scotch distillery? ;-) ** -- Hokie360 01/08/2021 12:41PM

I am sure you do and didn't infer otherwise ... -- vt90 01/08/2021 10:19AM

I am not optimistic. Taxes are going up huge, across the board! -- EDGEMAN 01/08/2021 09:47AM

Increased regulations and corporate tax increases will be a major factor -- vt90 01/08/2021 09:52AM

Higher corporate taxes=higher prices=inflation ** -- CaryHokie 01/08/2021 09:57AM

Inflation may go up too, and equities are a hedge against inflation. ** -- Hokie360 01/08/2021 09:49AM

Pork bellies ** -- Brown Water 01/08/2021 09:47AM

Plastics ** -- Stork 01/08/2021 09:58AM

Ball bearings ** -- Burruss Writer 01/08/2021 09:59AM

I've purchased about 50 of those this year so you can thank me for their -- ElbertoHokie 01/08/2021 10:51AM

Dot coms ** -- Hokie360 01/08/2021 10:12AM

FCOJ ** -- statmanfromHCyrs 01/08/2021 10:15AM

Bluestar Airlines for the return to travel play. ** -- RTFC 01/08/2021 10:45AM

Pioneer Aviation ** -- Brown Water 01/08/2021 11:12AM

Voodoo economics. Oops? ** -- TomTurkey 01/08/2021 12:03PM

ZZZZZZZZZZ -- statmanfromHCyrs 01/08/2021 12:14PM

Talking head on CNBC this morning is investing in S&P 500 minus FATMAG

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