Jun 9, 2025
Derek Moore looks at how companies in the S&P 500 are not correlated while the equal weighted S&P 500 is correlated closely with the weighted S&P 500 Index. Later, looking at historical rolling 10-year returns in the market and why it’s rare to have periods that are negative over longer time frames. Plus, touching on single stock risk a la Elon Musk, Tesla, and Trump public news hurts Tesla shares. Oh, and we are only 2.4% below the old all-time high.
S&P 500 Index now only 2.4% from a new all-time high
Market Breadth definition and how its narrowing currently
Mag 7 performance dispersion
Elon vs Trump
Rolling 10-year returns in the S&P 500 Index
Single stock risk vs diversified indexes
Mentioned in this Episode
ZEGA Concentrated stock and white paper on Concentrated Stock Hedging https://zegainvestments.com/products/concentrated-stock
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com