@gkamstra · Long RSP · The Analysts

If you’re worried about crowding/overvaluation in these top names, sell the S&P and replace w RSP (equal weight s&p)

Absolutely incredible. Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th. These stocks have added +16 percentage points to the index’s +23% gain over this period. Nvidia, $NVDA, has contributed the most, accounting for 13% of the S&P 500's gain, or +3

Read asLong RSP

Since the call±0#83 → #83

#83 of 214 rankedThe analyst's rank today

High · 0.99Confidence

Wed, Oct 14Tweeted

Thu, Oct 15 closeCounted from

14% of the basket · day 1fades out by Nov 25

Rank per close

#83

Oct 15