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Perils of Passive Investing Amid the Record Stock Market Rally
Let’s take a look at some of the emerging risk factors of passive...
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This is the first change to the Dow since September 2013, and the first change involving just one company since 2012.
Looking back to the last time the Dow 30 made changes in September 2013, Goldman Sachs (GS) shares rose 35% , Nike (NKE) shares rose over 60% and Visa (V) shares rose 30% in the six months after being added to the index. That compares to the S&P 500 increasing around 6% during the same period.
From the last example, it is reasonable for investors to be optimistic about the near-term future of Apple, but it will ultimately be up to Apple to continue beating expectations and launching exciting products in order to sustain positive momentum over the long-haul.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| Liquid error: internal | Vanguard Total Stock Market Index | 1.73% |
| Liquid error: internal | Vanguard 500 Index | 1.11% |
| Liquid error: internal | Fidelity® Contrafund® | 0.59% |
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Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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This is the first change to the Dow since September 2013, and the first change involving just one company since 2012.
Looking back to the last time the Dow 30 made changes in September 2013, Goldman Sachs (GS) shares rose 35% , Nike (NKE) shares rose over 60% and Visa (V) shares rose 30% in the six months after being added to the index. That compares to the S&P 500 increasing around 6% during the same period.
From the last example, it is reasonable for investors to be optimistic about the near-term future of Apple, but it will ultimately be up to Apple to continue beating expectations and launching exciting products in order to sustain positive momentum over the long-haul.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| Liquid error: internal | Vanguard Total Stock Market Index | 1.73% |
| Liquid error: internal | Vanguard 500 Index | 1.11% |
| Liquid error: internal | Fidelity® Contrafund® | 0.59% |
If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.
Receive email updates about best performers, news, CE accredited webcasts and more.
Let’s take a look at some of the emerging risk factors of passive...
Justin Kuepper
|
Let’s take a look at two common mistakes to avoid during a downturn...
Wayne Anderman CFP® MBA
|
When faced with an economic shutdown due to COVID-19, what’s the verdict on...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
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|
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