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Tag: Concentration

Nearly 90% of the S&P 500’s Gains Are These 7 Stocks
2 years ago
Nearly 90% of the S&P 500’s Gains Are These 7 Stocks

This year’s S&P 500 rally is being driven by a small group of mega-cap stocks, as investors flood back into them after last year’s tech rout. That could be a…

6 years ago
Higher Returns on Fewer Stocks: Vanguard Debunks "Best Ideas" Portfolio Philosophy

A recent study by a team at Vanguard contradicts the idea adopted by many investors and financial professionals that “broadly diversified portfolios are inferior to concentrated portfolios made up of…

Recent Original Research
August 29, 2025
Ten Top Momentum Stocks Meeting the Tests of...
Momentum Investing: Capitalizing on Sustained Market Outperformance Momentum investing capitalizes on the tendency of top-performing stocks to continue their strong trajectory. Rather than simply chasing rising prices, this strategy systematically identifies securities that demonstrate consistent outperformance relative...
August 28, 2025
Small Caps Are Heating Up: Can the Motley...
Small-cap stocks are finally showing signs of life. After trailing large caps for much of the past decade, the Russell 2000 has returned nearly 25% since the market bottomed out in April, outpacing the S&P 500. Even...
August 26, 2025
Ten Top Wide Moat Stocks That Pass the...
In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
August 25, 2025
The Reversion of International Stocks: A 2025 Story
For much of the past decade, international equities have lagged behind the S&P 500. U.S. large-cap growth names – particularly the “Magnificent Seven” – captured investor attention, while many investors overlooked global markets. But 2025 is shaping...
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