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2021-08-26
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These 20 'left behind' stocks among the S&P 500 are expected to rise up to 59% over 12 months
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Success has been widespread, with 250 of the S&P 500 outperforming the index as a whole. But there are always some stocks left behind, including the list of highly regarded names below.</p>\n<p><a href=\"https://laohu8.com/S/FBNC\">First</a>, consider how well the S&P 500 has been performing. It was up 20.8% for 2021 through Aug. 25, with dividends reinvested. That follows returns of 32.5% in 2020 and 31.5% in 2019. The index has returned 88.1% since the end of 2018. All performance figures in this article include reinvested dividends.</p>\n<p>If we even out the numbers, the S&P 500 has returned 65% for three years, 128% for five years and 375% for 10 years, underlining the case for stocks as the ideal asset class for most long-term investors. Performance slips if we go out 15 years to cover the 2008 financial crisis, with a return of 367%.</p>\n<p>Stocks left behind in 2021 that may have great potential for investors</p>\n<p>Through Aug. 25, 58 of the S&P 500 components were down for 2021. Among those stocks, 33 have majority \"buy\" ratings among analysts polled by FactSet. Here are the 20 that the analysts expect to perform the best over the next 12 months, along with their forward price-to-earnings ratios:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td><a href=\"https://laohu8.com/S/TSS\">Total</a> return -- 2021</td>\n <td>Share \"buy\" ratings</td>\n <td>Closing price -- Aug. 25</td>\n <td>Consensus price target</td>\n <td>Implied 12-month upside potential</td>\n <td><a href=\"https://laohu8.com/S/FORD\">Forward</a> P/E</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> Inc. MU</td>\n <td>-2%</td>\n <td>85%</td>\n <td>$74.04</td>\n <td>$117.79</td>\n <td>59%</td>\n <td>7.0</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> Corp. LVS</td>\n <td>-27%</td>\n <td>63%</td>\n <td>$43.24</td>\n <td>$64.38</td>\n <td>49%</td>\n <td>44.7</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a> Inc. ATVI</td>\n <td>-13%</td>\n <td>91%</td>\n <td>$80.81</td>\n <td>$116.04</td>\n <td>44%</td>\n <td>21.1</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/GPN\">Global Payments</a> Inc. GPN</td>\n <td>-23%</td>\n <td>81%</td>\n <td>$165.25</td>\n <td>$228.69</td>\n <td>38%</td>\n <td>18.6</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/INCY\">Incyte</a> Corp. INCY</td>\n <td>-13%</td>\n <td>60%</td>\n <td>$75.76</td>\n <td>$102.47</td>\n <td>35%</td>\n <td>32.2</td>\n </tr>\n <tr>\n <td>NOV Inc. NOV</td>\n <td>-3%</td>\n <td>59%</td>\n <td>$13.26</td>\n <td>$17.58</td>\n <td>33%</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td>$Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software(TTWO)$ Inc. TTWO</td>\n <td>-23%</td>\n <td>70%</td>\n <td>$160.66</td>\n <td>$212.87</td>\n <td>32%</td>\n <td>34.2</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/FMC\">FMC Corp.</a> FMC</td>\n <td>-18%</td>\n <td>75%</td>\n <td>$92.90</td>\n <td>$122.89</td>\n <td>32%</td>\n <td>12.8</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/VRTX\">Vertex Pharmaceuticals</a> Inc. VRTX</td>\n <td>-15%</td>\n <td>78%</td>\n <td>$201.33</td>\n <td>$262.14</td>\n <td>30%</td>\n <td>16.2</td>\n </tr>\n <tr>\n <td>Newmont Corp. NEM</td>\n <td>-3%</td>\n <td>71%</td>\n <td>$56.91</td>\n <td>$73.57</td>\n <td>29%</td>\n <td>16.3</td>\n </tr>\n <tr>\n <td>Lamb Weston Holdings Inc. LW</td>\n <td>-15%</td>\n <td>78%</td>\n <td>$66.09</td>\n <td>$85.43</td>\n <td>29%</td>\n <td>26.5</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> Inc. QCOM</td>\n <td>-5%</td>\n <td>64%</td>\n <td>$143.87</td>\n <td>$184.15</td>\n <td>28%</td>\n <td>15.9</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/FIS\">Fidelity National Information</a> Services Inc. FIS</td>\n <td>-8%</td>\n <td>69%</td>\n <td>$130.01</td>\n <td>$165.93</td>\n <td>28%</td>\n <td>18.3</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/PENN\">Penn National Gaming</a> Inc. PENN</td>\n <td>-7%</td>\n <td>67%</td>\n <td>$79.92</td>\n <td>$101.50</td>\n <td>27%</td>\n <td>26.3</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/BAX\">Baxter</a> International Inc. BAX</td>\n <td>-7%</td>\n <td>53%</td>\n <td>$73.80</td>\n <td>$92.56</td>\n <td>25%</td>\n <td>19.5</td>\n </tr>\n <tr>\n <td>V.F. Corp. VFC</td>\n <td>-9%</td>\n <td>68%</td>\n <td>$77.06</td>\n <td>$96.59</td>\n <td>25%</td>\n <td>23.1</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/ZBH\">Zimmer Biomet Holdings Inc</a>. ZBH</td>\n <td>-2%</td>\n <td>79%</td>\n <td>$150.39</td>\n <td>$187.58</td>\n <td>25%</td>\n <td>18.1</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/STZ\">Constellation Brands Inc</a>. Class A STZ</td>\n <td>-1%</td>\n <td>71%</td>\n <td>$214.98</td>\n <td>$265.86</td>\n <td>24%</td>\n <td>20.6</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/WYNN\">Wynn</a> Resorts Ltd. WYNN</td>\n <td>-11%</td>\n <td>54%</td>\n <td>$100.84</td>\n <td>$123.45</td>\n <td>22%</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/EA\">Electronic Arts</a> Inc. EA</td>\n <td>-1%</td>\n <td>72%</td>\n <td>$141.86</td>\n <td>$172.75</td>\n <td>22%</td>\n <td>20.4</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>You can click on the tickers for more about each company.</p>\n<p>The list is meant to provide information -- it is not investment advice. Here's some advice: If you see any stock of interest here, do your own research to form your own opinion about the company's strategy and its long-term prospects.</p>\n<p>Market-cap weighting is less important this year</p>\n<p>The S&P 500 is weighted by market capitalization, which means its performance can be dominated by the largest stocks in the index.</p>\n<p>The SPDR S&P 500 ETF <a href=\"https://laohu8.com/S/SPY.AU\">$(SPY.AU)$</a> tracks the benchmark index by holding shares of all 500 companies and charging nominal annual fees totaling 0.09% of assets. Its five largest holdings (including two common-share classes for <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL)) make up 22.6% of the portfolio. Here's how they have performed:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Total return -- 2021</td>\n <td>Total return -- 2020</td>\n <td>Total return -- 2019</td>\n <td>Total return -- 3 Years</td>\n <td>Total return -- 5 Years</td>\n <td>% of SPY portfolio</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. AAPL</td>\n <td>12.3%</td>\n <td>82%</td>\n <td>89%</td>\n <td>183.4%</td>\n <td>488.3%</td>\n <td>6.2%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp MSFT.</td>\n <td>36.7%</td>\n <td>43%</td>\n <td>58%</td>\n <td>188.9%</td>\n <td>461.1%</td>\n <td>6.0%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc. AMZN</td>\n <td>1.3%</td>\n <td>76%</td>\n <td>23%</td>\n <td>73.1%</td>\n <td>334.5%</td>\n <td>3.7%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. Class A</td>\n <td>34.9%</td>\n <td>33%</td>\n <td>57%</td>\n <td>110.9%</td>\n <td>197.4%</td>\n <td>2.3%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> Inc. Class A GOOGL</td>\n <td>62.1%</td>\n <td>31%</td>\n <td>28%</td>\n <td>129.8%</td>\n <td>259.1%</td>\n <td>2.2%</td>\n </tr>\n <tr>\n <td>Alphabet Inc. Class C GOOG</td>\n <td>63.2%</td>\n <td>31%</td>\n <td>29%</td>\n <td>134.2%</td>\n <td>271.6%</td>\n <td>2.1%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>A very good 2021 so far, but you can see that Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and especially Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> have underperformed the index this year.</p>\n<p>This brings up another fascinating development related to cap-weighting that underscores how widespread good stock performance has been during 2021. This year, the <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Equal Weight ETF <a href=\"https://laohu8.com/S/RSP\">$(RSP)$</a> has outperformed SPY and the S&P 500:</p>\n<p>The weighted forward P/E ratio for the S&P 500 is 21.1, according to FactSet. For comparison, the Invesco S&P 500 Equal Weight ETF (RSP) has a forward P/E is 18.4.</p>\n<p>The equal-weighted approach is, arguably, less risky than the cap-weighted approach, because an investor avoids such a large concentration in a handful of stocks. But during the S&P 500's strong run in recent years, the equal-weighted portfolio has underperformed the index. Here are average annual returns for various periods:</p>\n<table>\n <tbody>\n <tr>\n <td>Fund or index</td>\n <td>Average return -- 3 years</td>\n <td>Average return -- 5 years</td>\n <td>Average return -- 10 years</td>\n <td>Average return -- 15 years</td>\n <td>Average return -- 17 years</td>\n </tr>\n <tr>\n <td>Invesco S&P 500 Equal Weight ETF RSP</td>\n <td>15.7%</td>\n <td>15.2%</td>\n <td>15.7%</td>\n <td>10.8%</td>\n <td>11.0%</td>\n </tr>\n <tr>\n <td>SPDR S&P 500 ETF Trust SPY</td>\n <td>18.1%</td>\n <td>17.8%</td>\n <td>16.7%</td>\n <td>10.8%</td>\n <td>10.7%</td>\n </tr>\n <tr>\n <td>S&P 500 SPX</td>\n <td>18.2%</td>\n <td>17.9%</td>\n <td>16.9%</td>\n <td>10.9%</td>\n <td>10.8%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>RSP was established in August 2003, so the longest period for the average returns shown above is 17 years. For that period, the equal-weighed has approach performed best, while it has underperformed the cap-weighted index in all the more recent periods. Click here for Mark Hulbert's analysis of the weighted vs. unweighted approaches going back to 1970.</p>","collect":0,"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>These 20 'left behind' stocks among the S&P 500 are expected to rise up to 59% over 12 months</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 20 'left behind' stocks among the S&P 500 are expected to rise up to 59% over 12 months\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-26 23:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some surprises among the small number of stocks that are down for 2021</p>\n<p>The S&P 500 index closed at another all-time high on Wednesday, its 51st record this year. Success has been widespread, with 250 of the S&P 500 outperforming the index as a whole. But there are always some stocks left behind, including the list of highly regarded names below.</p>\n<p><a href=\"https://laohu8.com/S/FBNC\">First</a>, consider how well the S&P 500 has been performing. It was up 20.8% for 2021 through Aug. 25, with dividends reinvested. That follows returns of 32.5% in 2020 and 31.5% in 2019. The index has returned 88.1% since the end of 2018. All performance figures in this article include reinvested dividends.</p>\n<p>If we even out the numbers, the S&P 500 has returned 65% for three years, 128% for five years and 375% for 10 years, underlining the case for stocks as the ideal asset class for most long-term investors. Performance slips if we go out 15 years to cover the 2008 financial crisis, with a return of 367%.</p>\n<p>Stocks left behind in 2021 that may have great potential for investors</p>\n<p>Through Aug. 25, 58 of the S&P 500 components were down for 2021. Among those stocks, 33 have majority \"buy\" ratings among analysts polled by FactSet. Here are the 20 that the analysts expect to perform the best over the next 12 months, along with their forward price-to-earnings ratios:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td><a href=\"https://laohu8.com/S/TSS\">Total</a> return -- 2021</td>\n <td>Share \"buy\" ratings</td>\n <td>Closing price -- Aug. 25</td>\n <td>Consensus price target</td>\n <td>Implied 12-month upside potential</td>\n <td><a href=\"https://laohu8.com/S/FORD\">Forward</a> P/E</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> Inc. MU</td>\n <td>-2%</td>\n <td>85%</td>\n <td>$74.04</td>\n <td>$117.79</td>\n <td>59%</td>\n <td>7.0</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> Corp. LVS</td>\n <td>-27%</td>\n <td>63%</td>\n <td>$43.24</td>\n <td>$64.38</td>\n <td>49%</td>\n <td>44.7</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a> Inc. ATVI</td>\n <td>-13%</td>\n <td>91%</td>\n <td>$80.81</td>\n <td>$116.04</td>\n <td>44%</td>\n <td>21.1</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/GPN\">Global Payments</a> Inc. GPN</td>\n <td>-23%</td>\n <td>81%</td>\n <td>$165.25</td>\n <td>$228.69</td>\n <td>38%</td>\n <td>18.6</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/INCY\">Incyte</a> Corp. INCY</td>\n <td>-13%</td>\n <td>60%</td>\n <td>$75.76</td>\n <td>$102.47</td>\n <td>35%</td>\n <td>32.2</td>\n </tr>\n <tr>\n <td>NOV Inc. NOV</td>\n <td>-3%</td>\n <td>59%</td>\n <td>$13.26</td>\n <td>$17.58</td>\n <td>33%</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td>$Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software(TTWO)$ Inc. TTWO</td>\n <td>-23%</td>\n <td>70%</td>\n <td>$160.66</td>\n <td>$212.87</td>\n <td>32%</td>\n <td>34.2</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/FMC\">FMC Corp.</a> FMC</td>\n <td>-18%</td>\n <td>75%</td>\n <td>$92.90</td>\n <td>$122.89</td>\n <td>32%</td>\n <td>12.8</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/VRTX\">Vertex Pharmaceuticals</a> Inc. VRTX</td>\n <td>-15%</td>\n <td>78%</td>\n <td>$201.33</td>\n <td>$262.14</td>\n <td>30%</td>\n <td>16.2</td>\n </tr>\n <tr>\n <td>Newmont Corp. NEM</td>\n <td>-3%</td>\n <td>71%</td>\n <td>$56.91</td>\n <td>$73.57</td>\n <td>29%</td>\n <td>16.3</td>\n </tr>\n <tr>\n <td>Lamb Weston Holdings Inc. LW</td>\n <td>-15%</td>\n <td>78%</td>\n <td>$66.09</td>\n <td>$85.43</td>\n <td>29%</td>\n <td>26.5</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> Inc. QCOM</td>\n <td>-5%</td>\n <td>64%</td>\n <td>$143.87</td>\n <td>$184.15</td>\n <td>28%</td>\n <td>15.9</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/FIS\">Fidelity National Information</a> Services Inc. FIS</td>\n <td>-8%</td>\n <td>69%</td>\n <td>$130.01</td>\n <td>$165.93</td>\n <td>28%</td>\n <td>18.3</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/PENN\">Penn National Gaming</a> Inc. PENN</td>\n <td>-7%</td>\n <td>67%</td>\n <td>$79.92</td>\n <td>$101.50</td>\n <td>27%</td>\n <td>26.3</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/BAX\">Baxter</a> International Inc. BAX</td>\n <td>-7%</td>\n <td>53%</td>\n <td>$73.80</td>\n <td>$92.56</td>\n <td>25%</td>\n <td>19.5</td>\n </tr>\n <tr>\n <td>V.F. Corp. VFC</td>\n <td>-9%</td>\n <td>68%</td>\n <td>$77.06</td>\n <td>$96.59</td>\n <td>25%</td>\n <td>23.1</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/ZBH\">Zimmer Biomet Holdings Inc</a>. ZBH</td>\n <td>-2%</td>\n <td>79%</td>\n <td>$150.39</td>\n <td>$187.58</td>\n <td>25%</td>\n <td>18.1</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/STZ\">Constellation Brands Inc</a>. Class A STZ</td>\n <td>-1%</td>\n <td>71%</td>\n <td>$214.98</td>\n <td>$265.86</td>\n <td>24%</td>\n <td>20.6</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/WYNN\">Wynn</a> Resorts Ltd. WYNN</td>\n <td>-11%</td>\n <td>54%</td>\n <td>$100.84</td>\n <td>$123.45</td>\n <td>22%</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/EA\">Electronic Arts</a> Inc. EA</td>\n <td>-1%</td>\n <td>72%</td>\n <td>$141.86</td>\n <td>$172.75</td>\n <td>22%</td>\n <td>20.4</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>You can click on the tickers for more about each company.</p>\n<p>The list is meant to provide information -- it is not investment advice. Here's some advice: If you see any stock of interest here, do your own research to form your own opinion about the company's strategy and its long-term prospects.</p>\n<p>Market-cap weighting is less important this year</p>\n<p>The S&P 500 is weighted by market capitalization, which means its performance can be dominated by the largest stocks in the index.</p>\n<p>The SPDR S&P 500 ETF <a href=\"https://laohu8.com/S/SPY.AU\">$(SPY.AU)$</a> tracks the benchmark index by holding shares of all 500 companies and charging nominal annual fees totaling 0.09% of assets. Its five largest holdings (including two common-share classes for <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL)) make up 22.6% of the portfolio. Here's how they have performed:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Total return -- 2021</td>\n <td>Total return -- 2020</td>\n <td>Total return -- 2019</td>\n <td>Total return -- 3 Years</td>\n <td>Total return -- 5 Years</td>\n <td>% of SPY portfolio</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. AAPL</td>\n <td>12.3%</td>\n <td>82%</td>\n <td>89%</td>\n <td>183.4%</td>\n <td>488.3%</td>\n <td>6.2%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp MSFT.</td>\n <td>36.7%</td>\n <td>43%</td>\n <td>58%</td>\n <td>188.9%</td>\n <td>461.1%</td>\n <td>6.0%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc. AMZN</td>\n <td>1.3%</td>\n <td>76%</td>\n <td>23%</td>\n <td>73.1%</td>\n <td>334.5%</td>\n <td>3.7%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. Class A</td>\n <td>34.9%</td>\n <td>33%</td>\n <td>57%</td>\n <td>110.9%</td>\n <td>197.4%</td>\n <td>2.3%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> Inc. Class A GOOGL</td>\n <td>62.1%</td>\n <td>31%</td>\n <td>28%</td>\n <td>129.8%</td>\n <td>259.1%</td>\n <td>2.2%</td>\n </tr>\n <tr>\n <td>Alphabet Inc. Class C GOOG</td>\n <td>63.2%</td>\n <td>31%</td>\n <td>29%</td>\n <td>134.2%</td>\n <td>271.6%</td>\n <td>2.1%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>A very good 2021 so far, but you can see that Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and especially Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> have underperformed the index this year.</p>\n<p>This brings up another fascinating development related to cap-weighting that underscores how widespread good stock performance has been during 2021. This year, the <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Equal Weight ETF <a href=\"https://laohu8.com/S/RSP\">$(RSP)$</a> has outperformed SPY and the S&P 500:</p>\n<p>The weighted forward P/E ratio for the S&P 500 is 21.1, according to FactSet. For comparison, the Invesco S&P 500 Equal Weight ETF (RSP) has a forward P/E is 18.4.</p>\n<p>The equal-weighted approach is, arguably, less risky than the cap-weighted approach, because an investor avoids such a large concentration in a handful of stocks. But during the S&P 500's strong run in recent years, the equal-weighted portfolio has underperformed the index. Here are average annual returns for various periods:</p>\n<table>\n <tbody>\n <tr>\n <td>Fund or index</td>\n <td>Average return -- 3 years</td>\n <td>Average return -- 5 years</td>\n <td>Average return -- 10 years</td>\n <td>Average return -- 15 years</td>\n <td>Average return -- 17 years</td>\n </tr>\n <tr>\n <td>Invesco S&P 500 Equal Weight ETF RSP</td>\n <td>15.7%</td>\n <td>15.2%</td>\n <td>15.7%</td>\n <td>10.8%</td>\n <td>11.0%</td>\n </tr>\n <tr>\n <td>SPDR S&P 500 ETF Trust SPY</td>\n <td>18.1%</td>\n <td>17.8%</td>\n <td>16.7%</td>\n <td>10.8%</td>\n <td>10.7%</td>\n </tr>\n <tr>\n <td>S&P 500 SPX</td>\n <td>18.2%</td>\n <td>17.9%</td>\n <td>16.9%</td>\n <td>10.9%</td>\n <td>10.8%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>RSP was established in August 2003, so the longest period for the average returns shown above is 17 years. For that period, the equal-weighed has approach performed best, while it has underperformed the cap-weighted index in all the more recent periods. Click here for Mark Hulbert's analysis of the weighted vs. unweighted approaches going back to 1970.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","ATVI":"动视暴雪","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","TTWO":"Take-Two Interactive Software","MU":"美光科技","VRTX":"福泰制药","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","SPY":"标普500ETF","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","NEM":"纽曼矿业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162018921","content_text":"Some surprises among the small number of stocks that are down for 2021\nThe S&P 500 index closed at another all-time high on Wednesday, its 51st record this year. Success has been widespread, with 250 of the S&P 500 outperforming the index as a whole. But there are always some stocks left behind, including the list of highly regarded names below.\nFirst, consider how well the S&P 500 has been performing. It was up 20.8% for 2021 through Aug. 25, with dividends reinvested. That follows returns of 32.5% in 2020 and 31.5% in 2019. The index has returned 88.1% since the end of 2018. All performance figures in this article include reinvested dividends.\nIf we even out the numbers, the S&P 500 has returned 65% for three years, 128% for five years and 375% for 10 years, underlining the case for stocks as the ideal asset class for most long-term investors. Performance slips if we go out 15 years to cover the 2008 financial crisis, with a return of 367%.\nStocks left behind in 2021 that may have great potential for investors\nThrough Aug. 25, 58 of the S&P 500 components were down for 2021. Among those stocks, 33 have majority \"buy\" ratings among analysts polled by FactSet. Here are the 20 that the analysts expect to perform the best over the next 12 months, along with their forward price-to-earnings ratios:\n\n\n\nCompany\nTotal return -- 2021\nShare \"buy\" ratings\nClosing price -- Aug. 25\nConsensus price target\nImplied 12-month upside potential\nForward P/E\n\n\nMicron Technology Inc. MU\n-2%\n85%\n$74.04\n$117.79\n59%\n7.0\n\n\nLas Vegas Sands Corp. LVS\n-27%\n63%\n$43.24\n$64.38\n49%\n44.7\n\n\nActivision Blizzard Inc. ATVI\n-13%\n91%\n$80.81\n$116.04\n44%\n21.1\n\n\nGlobal Payments Inc. GPN\n-23%\n81%\n$165.25\n$228.69\n38%\n18.6\n\n\nIncyte Corp. INCY\n-13%\n60%\n$75.76\n$102.47\n35%\n32.2\n\n\nNOV Inc. NOV\n-3%\n59%\n$13.26\n$17.58\n33%\nN/A\n\n\n$Take-Two Interactive Software(TTWO)$ Inc. TTWO\n-23%\n70%\n$160.66\n$212.87\n32%\n34.2\n\n\nFMC Corp. FMC\n-18%\n75%\n$92.90\n$122.89\n32%\n12.8\n\n\nVertex Pharmaceuticals Inc. VRTX\n-15%\n78%\n$201.33\n$262.14\n30%\n16.2\n\n\nNewmont Corp. NEM\n-3%\n71%\n$56.91\n$73.57\n29%\n16.3\n\n\nLamb Weston Holdings Inc. LW\n-15%\n78%\n$66.09\n$85.43\n29%\n26.5\n\n\nQualcomm Inc. QCOM\n-5%\n64%\n$143.87\n$184.15\n28%\n15.9\n\n\nFidelity National Information Services Inc. FIS\n-8%\n69%\n$130.01\n$165.93\n28%\n18.3\n\n\nPenn National Gaming Inc. PENN\n-7%\n67%\n$79.92\n$101.50\n27%\n26.3\n\n\nBaxter International Inc. BAX\n-7%\n53%\n$73.80\n$92.56\n25%\n19.5\n\n\nV.F. Corp. VFC\n-9%\n68%\n$77.06\n$96.59\n25%\n23.1\n\n\nZimmer Biomet Holdings Inc. ZBH\n-2%\n79%\n$150.39\n$187.58\n25%\n18.1\n\n\nConstellation Brands Inc. Class A STZ\n-1%\n71%\n$214.98\n$265.86\n24%\n20.6\n\n\nWynn Resorts Ltd. WYNN\n-11%\n54%\n$100.84\n$123.45\n22%\nN/A\n\n\nElectronic Arts Inc. EA\n-1%\n72%\n$141.86\n$172.75\n22%\n20.4\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\nYou can click on the tickers for more about each company.\nThe list is meant to provide information -- it is not investment advice. Here's some advice: If you see any stock of interest here, do your own research to form your own opinion about the company's strategy and its long-term prospects.\nMarket-cap weighting is less important this year\nThe S&P 500 is weighted by market capitalization, which means its performance can be dominated by the largest stocks in the index.\nThe SPDR S&P 500 ETF $(SPY.AU)$ tracks the benchmark index by holding shares of all 500 companies and charging nominal annual fees totaling 0.09% of assets. Its five largest holdings (including two common-share classes for Alphabet Inc. $(GOOGL)$(GOOGL)) make up 22.6% of the portfolio. Here's how they have performed:\n\n\n\nCompany\nTotal return -- 2021\nTotal return -- 2020\nTotal return -- 2019\nTotal return -- 3 Years\nTotal return -- 5 Years\n% of SPY portfolio\n\n\nApple Inc. AAPL\n12.3%\n82%\n89%\n183.4%\n488.3%\n6.2%\n\n\nMicrosoft Corp MSFT.\n36.7%\n43%\n58%\n188.9%\n461.1%\n6.0%\n\n\nAmazon.com Inc. AMZN\n1.3%\n76%\n23%\n73.1%\n334.5%\n3.7%\n\n\nFacebook Inc. Class A\n34.9%\n33%\n57%\n110.9%\n197.4%\n2.3%\n\n\nAlphabet Inc. Class A GOOGL\n62.1%\n31%\n28%\n129.8%\n259.1%\n2.2%\n\n\nAlphabet Inc. Class C GOOG\n63.2%\n31%\n29%\n134.2%\n271.6%\n2.1%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\nA very good 2021 so far, but you can see that Apple Inc. $(AAPL)$ and especially Amazon.com Inc. $(AMZN)$ have underperformed the index this year.\nThis brings up another fascinating development related to cap-weighting that underscores how widespread good stock performance has been during 2021. This year, the Invesco S&P 500 Equal Weight ETF $(RSP)$ has outperformed SPY and the S&P 500:\nThe weighted forward P/E ratio for the S&P 500 is 21.1, according to FactSet. For comparison, the Invesco S&P 500 Equal Weight ETF (RSP) has a forward P/E is 18.4.\nThe equal-weighted approach is, arguably, less risky than the cap-weighted approach, because an investor avoids such a large concentration in a handful of stocks. But during the S&P 500's strong run in recent years, the equal-weighted portfolio has underperformed the index. Here are average annual returns for various periods:\n\n\n\nFund or index\nAverage return -- 3 years\nAverage return -- 5 years\nAverage return -- 10 years\nAverage return -- 15 years\nAverage return -- 17 years\n\n\nInvesco S&P 500 Equal Weight ETF RSP\n15.7%\n15.2%\n15.7%\n10.8%\n11.0%\n\n\nSPDR S&P 500 ETF Trust SPY\n18.1%\n17.8%\n16.7%\n10.8%\n10.7%\n\n\nS&P 500 SPX\n18.2%\n17.9%\n16.9%\n10.9%\n10.8%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nRSP was established in August 2003, so the longest period for the average returns shown above is 17 years. For that period, the equal-weighed has approach performed best, while it has underperformed the cap-weighted index in all the more recent periods. Click here for Mark Hulbert's analysis of the weighted vs. unweighted approaches going back to 1970.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/810462546"}
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