ETFs & Markets with Todd Sohn: Revisionist (Market) History

05/30/2024

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Strategas Asset Management ETF Strategist Todd Sohn dives into the reacceleration of certain market trends: the influence of the largest S&P 500 weights, semiconductors, and how they stack up relative to history.

Definitions:

The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States.

“Weighted” is a description of adjustments to a figure to reflect different proportions or "weights" of components that make up that figure.

Growth stocks are company stocks that tend to increase in capital value rather than yield high income.

“Large cap” refers to a company with a market capitalization value of more than $10 billion.

Portfolio concentration is measured by the number of stocks it has. Investment portfolios that have high industry concentrations typically outperformed their less concentrated benchmarks and peers.

The Dow Jones Industrial Average (”DJIA”) is a stock market index of 30 prominent companies listed on stock exchanges in the United States.

“INTC” is the stock ticker for Intel Corp.

This communication was prepared by Strategas Asset Management, LLC ("we" or "us" or “our”). This communication represents our views as of 05/28/2024, which are subject to change, and are presented for illustrative purposes only. The information contained herein has been obtained from sources we believe to be reliable, but no guarantee of accuracy can be made. This communication is provided for informational purposes only and should not be construed as an offer, recommendation, nor solicitation to buy or sell any specific security, strategy, or investment product. This communication does not constitute, nor should it be regarded as, investment research or a research report or securities recommendation and it does not provide information reasonably sufficient upon which to base an investment decision. This is not a complete analysis of every material fact regarding any company, industry, or security. Additional analysis would be required to make an investment decision. This communication is not based on the investment objectives, strategies, goals, financial circumstances, needs or risk tolerance of any particular client and is not presented as suitable to any other particular client. Past performance does not guarantee future results. All investments carry some level of risk, including loss of principal.

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