Don't Own These 10 Stocks? Then You're Probably Underperforming the Market

Motley Fool2021-12-02

The S&P 500 is up 25% so far this year. That's after a 16% 2020 gain despite the COVID-19 pandemic. Gains this high are not normal, as the market tends to average around 8% a year over the long term. ...

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精彩评论

Rvnxx
2021-12-03
Rvnxx
Take note
RKT
2021-12-02
RKT
I think for small investors the ETFs may be the best option simply because of their valuations. Can have ETFs and enjoy a pie of each of those stocks😊
- traveleat123:
  Agree. not everyone can afford these expensive stocks..Hope ETF will be good investment. Good luck everyone
FT585
2021-12-02
FT585
Like 👍
Dcagency
2021-12-02
Dcagency
Good read
Cub88
2021-12-02
Cub88
A good piece.
TIGGER EK
2021-12-02
TIGGER EK
Good info

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Gains this high are not normal, as the market tends to average around 8% a year over the long term.\n...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/01/dont-own-these-10-stocks-then-youre-probably-under/\">网页链接</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Own These 10 Stocks? 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Then You're Probably Underperforming the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/01/dont-own-these-10-stocks-then-youre-probably-under/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 is up 25% so far this year. That's after a 16% 2020 gain despite the COVID-19 pandemic. Gains this high are not normal, as the market tends to average around 8% a year over the long term.\n...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/01/dont-own-these-10-stocks-then-youre-probably-under/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"161125","symbol_name":"标普500","start_time":0,"source_url":"https://www.fool.com/investing/2021/12/01/dont-own-these-10-stocks-then-youre-probably-under/","article_id":"2188049563","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2188049563","pubTimestamp":1638415920,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Without Nvidia, Tesla, and others, market underperformance is almost inevitable.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4122":"互联网与直销零售","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4083":"家庭装潢零售","BK4207":"综合性银行","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BRK.A":"伯克希尔","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4549":"软银资本持仓","BRK.B":"伯克希尔B","BK4548":"巴美列捷福持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","BK4529":"IDC概念","GOOG":"谷歌","BK4176":"多领域控股","SSO":"两倍做多标普500ETF","BK4516":"特朗普概念","GOOGL":"谷歌A","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","SPXU":"三倍做空标普500ETF","BK4553":"喜马拉雅资本持仓","HD":"家得宝","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","SPY":"标普500ETF","BK4525":"远程办公概念","JPM":"摩根大通","BK4508":"社交媒体","BK4524":"宅经济概念","BK4535":"淡马锡持仓",".SPX":"S&P 500 Index","BK4538":"云计算","BK4543":"AI","BK4527":"明星科技股","BK4501":"段永平概念","BK4077":"互动媒体与服务","SDS":"两倍做空标普500ETF","BK4141":"半导体产品"},"translate_title":"不拥有这10只股票？那么你可能表现不佳","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161125":0.9,"513500":0.9,"ESmain":0.9,"BRK.A":0.9,"BRK.B":0.9,"FB":0.9,"GOOG":0.9,"GOOGL":0.9,"HD":0.9,"IVV":0.9,"JPM":0.9,"OEF":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SSO":0.9,"AAPL":0.9,".SPX":0.9},"content_text":"The S&P 500 is up 25% so far this year. That's after a 16% 2020 gain despite the COVID-19 pandemic. Gains this high are not normal, as the market tends to average around 8% a year over the long term.\nWhat's even more remarkable is that the 10 largest components of the S&P 500 are up -- wait for it -- an average of 50% year to date.\nNow if you're looking at your portfolio wondering why it's underperforming the market this year, you aren't alone. Beating the stock market in 2021 is nearly impossible without these 10 stocks. Here's why.\nFlexing their muscles\nThe math here is beautifully simple. The 10 largest holdings of the S&P 500 make up 29% of the index. As mentioned, they are collectively up an average of 50% of the year, which contributes a gain of 13 percentage points to the S&P 500's return. That's around half of the index's gain from these 10 stocks alone. So, without their contribution, the index is up a whole lot less.\n\n\n\nCompany\nS&P 500 Weight\nYTD Gain\nEffect On S&P 500 YTD Return\n\n\n\n\nMicrosoft (NASDAQ:MSFT)\n6.4%\n54%\n3.47 percentage points\n\n\nApple (NASDAQ:AAPL)\n6.2%\n21%\n1.30 percentage points\n\n\nAmazon (NASDAQ:AMZN)\n4%\n13%\n0.52 percentage points\n\n\nAlphabet (NASDAQ:GOOGL) (NASDAQ:GOOG)\n2.3%\n70%\n1.58 percentage points\n\n\nTesla (NASDAQ:TSLA)\n2.2%\n61%\n1.36 percentage points\n\n\nMeta Platforms (NASDAQ:FB)\n2%\n26%\n0.53 percentage points\n\n\nNvidia (NASDAQ:NVDA)\n2%\n153%\n3.03 percentage points\n\n\nBerkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B)\n1.3%\n21%\n0.27 percentage points\n\n\nJPMorgan Chase (NYSE:JPM)\n1.2%\n27%\n0.33 percentage points\n\n\nHome Depot (NYSE:HD)\n1.1%\n54%\n0.58 percentage points\n\n\n\nData sources: Yahoo! Finance, YCharts, Slickcharts\nDissecting the S&P 500\nWe talk about the S&P 500 all the time, but we don't always discuss what makes up the index and why it moves the way it does. It may surprise you to learn that technology stocks actually make up over a quarter of the whole index, and that's dominated by big companies like Apple and Microsoft. Similarly, the energy sector, which is actually the best-performing sector of 2021 (even better than tech) only makes up 3% of the index. So, the energy sector could double and it would contribute less than Microsoft stock's 3.47 percentage point contribution so far this year.\nMSFT data by YCharts\nWhat to do about it\nOne of the biggest mistakes we can make as investors is obsessing over short- to mid-term performance. Zooming in to a particular quarter undermines the big picture. For example, there are plenty of stocks that absolutely crushed the market in 2020 that are underperforming or even down big this year (think Zoom, PayPal, Square, Teladoc, and Peloton, to name a few).\nWhile it's easy to say that those companies are underperformers this year, keep in mind they are still net winners over the last two years.\nA note of reassurance\nLet's say that for a few years now, you've been underperforming the market because you haven't held the stocks that have really driven the index's returns. The truth of the matter is that you're still probably a lot better off because you were in the market in the first place. So if you're up, let's say, half of what the index is, you're still growing your wealth at a much quicker pace than folks who aren't in the market at all.\nThe most important priority is your financial goals. If you're investing in dividend stocks to supplement income in retirement, then you're playing a different game than growth-oriented investors. Similarly, if you're a value investor who focuses on stodgy, slow-growing, but safe companies that let you sleep at night, then it's simply expected that you're going to underperform a growth-driven market.\nFocus on what really matters\nThe point here is that comparing your performance to the S&P 500, for better or for worse, is usually unhelpful. As long as you're investing in companies, cryptos, or other securities that you understand and that are helping you reach your goals, then the rest is little more than bragging rights.\nThe market moves in cycles. And while we may be living in a multi-year period of growth (especially mega-cap tech growth), there could be a few years where it shifts from growth to value, or from large-cap tech growth to small-cap growth. Hopefully, you're left with a better understanding of what's really driving the S&P 500 and why it's so easy to underperform if you didn't own stocks like Microsoft, Nvidia, or Tesla this year.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":601024625,"gmtCreate":1638461165100,"gmtModify":1638461165173,"author":{"id":"3575838567180609","authorId":"3575838567180609","name":"Rvnxx","avatar":"https://static.tigerbbs.com/a743976b076f724cab568dc8fe8c8ae5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3575838567180609","authorIdStr":"3575838567180609"},"htmlText":"Take note","listText":"Take note","text":"Take note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601024625","repostId":2188049563,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603447945,"gmtCreate":1638445899169,"gmtModify":1638445899169,"author":{"id":"3574492541167448","authorId":"3574492541167448","name":"RKT","avatar":"https://static.tigerbbs.com/4257e394d8e8b96c3ca68aa06f560402","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3574492541167448","authorIdStr":"3574492541167448"},"htmlText":"I think for small investors&nbsp;the ETFs may be&nbsp;the best option simply because of their valuations. Can have ETFs and enjoy a pie of each of those stocks😊","listText":"I think for small investors&nbsp;the ETFs may be&nbsp;the best option simply because of their valuations. Can have ETFs and enjoy a pie of each of those stocks😊","text":"I think for small investors the ETFs may be the best option simply because of their valuations. Can have ETFs and enjoy a pie of each of those stocks😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603447945","repostId":2188049563,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6815424,"gmtCreate":1638451253705,"gmtModify":1638451253799,"authorId":4098682592538030,"author":{"id":4098682592538030,"idStr":"4098682592538030","authorId":4098682592538030,"name":"traveleat123","avatar":"https://static.tigerbbs.com/9b256e8e80bca8c1b6944e22d375ee0b","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603447945,"type":1,"supId":0,"prevId":0,"content":"Agree. not everyone can afford these expensive stocks..Hope ETF will be good investment. Good luck everyone","text":"Agree. not everyone can afford these expensive stocks..Hope ETF will be good investment. Good luck everyone","html":"Agree. not everyone can afford these expensive stocks..Hope ETF will be good investment. Good luck everyone"}],"langContent":"CN"},{"id":603414941,"gmtCreate":1638438505927,"gmtModify":1638439828750,"author":{"id":"3562726241279787","authorId":"3562726241279787","name":"FT585","avatar":"https://static.tigerbbs.com/734b50619b12425294cb4715814bdedb","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3562726241279787","authorIdStr":"3562726241279787"},"htmlText":"Like 👍&nbsp;","listText":"Like 👍&nbsp;","text":"Like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603414941","repostId":2188049563,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603419611,"gmtCreate":1638437975737,"gmtModify":1638437976552,"author":{"id":"3557142354281361","authorId":"3557142354281361","name":"Dcagency","avatar":"https://static.tigerbbs.com/811d507c3458decd0eacd9028472dcf4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3557142354281361","authorIdStr":"3557142354281361"},"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603419611","repostId":2188049563,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603547052,"gmtCreate":1638433784322,"gmtModify":1638435177152,"author":{"id":"4099990080951910","authorId":"4099990080951910","name":"Cub88","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4099990080951910","authorIdStr":"4099990080951910"},"htmlText":"A good piece.&nbsp;","listText":"A good piece.&nbsp;","text":"A good piece.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603547052","repostId":2188049563,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603565416,"gmtCreate":1638429467138,"gmtModify":1638429467220,"author":{"id":"4098683483538500","authorId":"4098683483538500","name":"TIGGER EK","avatar":"https://static.tigerbbs.com/be1b541b356d3c40f87c1ebc0daf292d","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4098683483538500","authorIdStr":"4098683483538500"},"htmlText":"Good info","listText":"Good info","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603565416","repostId":2188049563,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":276,"commentSize":35,"repostSize":0,"favoriteSize":14,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2188049563"}