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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (85495)8/18/2020 12:31:56 PM
From: The Ox  Respond to of 95487
 



To: The Ox who wrote (85495)8/18/2020 12:48:12 PM
From: Sun Tzu2 Recommendations

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The Ox

  Read Replies (1) | Respond to of 95487
 
I am seeing some divergence in the various index values vs breadth and risk premiums. I don't have a good answer as to whether we will keep climbing or are about to fall off the cliff. What I am seeing increasing flashing amber signs, not solid red signals.

The point of that post was that 5 stocks make for 95% of the gains in SP500. The other 495 stocks are mostly threading water to under water. And this was very clearly illustrated in the top performing leveraged ETFS. FAANGM has by far outperformed the market. The more diverse the portfolio, the fewer the gains.