Tradier, Inc.’s Post

Markets: Sweating the upcoming election? Investors aren’t. The S&P 500 is on track for its best first-half performance in an election year going back to 1976, per Dow Jones Market Data. And as trading begins Monday morning, Microsoft is back on the Iron Throne as the US’ most valuable company following Nvidia’s stumbles at the end of last week. 

Apple is the most valuable company yet again with a market cap of $3.275 trillion versus Microsoft with ONLY $3.255 trillion as of this morning. Here's a historical view of how both companies navigated the years since the last global financial crisis. A trillion dollar market cap sounds outlandish, certainly from the perspective of someone who lived through the 2008 financial crisis. Still, there are already some who believe that a $10 trillion market cap is possible within this decade. Will it be Apple, Microsoft or NVidia? Visualization courtesy of Row64 Apple Microsoft NVIDIA #stocks #markets #investing #finance

On their influential #PivotPod, KaraSwisher and Scott Galloway discussed founders creating a “planned [stock] selling program,” calling it a defense against the interpretation of a sale of company stock as either negative or positive. In tax language, this powerful strategy for insiders to sell stock at any time, including during blackout periods, is known as a 10b5-1 plan. 🚀   Meta, Google, and other tech companies offer 10b5-1 plans to employees and executives. We use the strategy all the time for clients who have a concentrated equity position, or for whom annual RSU vesting constitutes a significant portion of their net worth. The benefits of participating in a 10b5-1 plan are many, including: 📊  Diversification: Consistently selling company stock is an effective way to maintain variety in your portfolio and mitigate risk. What would happen to the value of your investment portfolio if changes in management, industry regulations, or stock market volatility caused your company’s stock price to drop significantly? 📈 Lock in Wealth: By automatically selling your shares as they vest, you can dollar-cost average out of the stock and into a globally diversified portfolio. As the market goes up or down, you sell no matter what, so you can capture the wealth as you earn it. 🚨  Defense Against Insider Trading Claims: One of the biggest benefits of the 10b5-1 plan is that you don’t have to worry about insider trading rules. Since a 10b5-1 requires participants to delegate investment discretion to an independent third party, it offers an additional layer of protection against insider trading liability. If you’re a #Googler, you have two different ways to sell your shares at predetermined times, outside of specified open trading windows, without running afoul of insider-trading laws: Alphabet Inc.’s Employee Trading Plan (ETP), and a plan that complies with Rule 10b5-1. With either, you can automatically sell your Google shares as they vest throughout the year, although the 10b5-1 allows you to customize a trading plan. See link in comments to read more about this strategy. 👓 https://lnkd.in/gt8MuTQ9 #RSUs #GSUs #companystock

New Post: Nvidia rally is fueling FOMO in the overall market, Evercore’s Julian Emanuel warns - https://lnkd.in/gPg_ZKJN - Evercore ISI's Julian Emanuel finds clients are more worried about being underinvested than overexposed right now. - #news #business #world -------------------------------------------------- Download: Stupid Simple CMS - https://lnkd.in/g4y9XFgR -------------------------------------------------- or download at SourceForge - https://lnkd.in/gNqB7dnp

Nvidia’s recent dip—a nearly 10% drop during trading and an additional 2% after hours following a DOJ subpoena—has erased over $279 billion from its market cap. Giving sell-off vibes. While Nvidia has popped back a bit today, it’s a reminder of the volatility we face in the market. And now we are seeing The US Department of Justice has sent a subpoena to Nvidia, related to its antitrust investigation. For those holding Nvidia, it’s wise to balance your portfolio with ETFs like SPY or QQQ that include NVDA, giving you exposure to the company without the full impact of its fluctuations. Remember, investing is a marathon, not a sprint. Focus on long-term growth and resilience, and always do your research to understand the potential of the companies you invest in. Beyond just looking at companies like Nvidia, it’s crucial to do thorough research on your entire portfolio. Consider not only the potential for dividends but also the diversification of your funds. Spreading your investments across different sectors and asset classes can provide stability and reduce risk. As Warren Buffet wisely said, “It’s time in the market, not timing the market,” that builds wealth. So, take the time to understand what you’re investing in, and ensure that your strategy is designed for the long haul, not just the next quarter. Whether you’re holding individual stocks or diversified funds, remember that consistency and informed decision-making are key to successful investing. Portfolio Psychology is a must not just for your brokerage account, but also retirement. Be mindful, but don’t lose your mind with investing. #nvidia #economy

Welcome to 2024, where trillion-dollar giants rule! Apple, Microsoft, and Nvidia lead the $3T club, while Alphabet and Amazon trail close behind Ready to dive into the trillion-dollar era? Subscribe to the Exchange Invest Newsletter for the latest news updates! #finance #market #TrillionDollarClub

I can provide a general list of some well-known and historically strong companies, but keep in mind that rankings can change based on various factors. Here's a mix of companies from different industries: 1. Apple 2. Microsoft 3. Amazon 4. Alphabet (Google) 5. Facebook (Meta Platforms) 6. Tesla 7. NVIDIA 8. Visa 9. Mastercard 10. Adobe 11. Johnson & Johnson 12. Procter & Gamble 13. JPMorgan Chase 14. Bank of America 15. Alibaba Group 16. Tencent 17. Samsung 18. Intel 19. Cisco 20. IBM For the most up-to-date information, please check recent financial reports and market analyses.

For much of this year, headlines have been devoted to the rise of NVIDIA, and rightly so: its valuation is mind-boggling and it has almost single-handedly driven 2024’s “AI theme”. But, the rest of big tech has also been rising. Indeed, even Apple is now enjoying the “announce an AI product and watch your stock price go up” phenomenon, with its shares up some 14% in the last month. So, how much has big tech gained in 2024. As of Wednesday’s close, just 6 stocks have added an eye-watering $3.8 trillion in market capitalization this year. The rest of the S&P 500, the flagship index of America’s biggest public companies, have collectively added just $1.78 trillion. Nvidia alone has gained more than that ($1.86T). #invest #investing #stocks #technology #future From Chartr sourced from FactSet

Nvidia and Microsoft Are Most “Tech”/Least Directly Exposed to Consumer of Magnificent 7 – BONUS (part 5) from our latest perspective on whether market concentration is financially justified or sustainable. Follow us for your weekly dose of investment insight: https://lnkd.in/g2ySYFYv Subscribe for our full, detailed Perspectives in advance. How-to details at the end. #TechStocks #ConsumerStocks #Magnificent7Stocks #StockMarketBubble

In our new weekly market outlook, Michele ‘Mish’ Schneider, Chief Strategist at MarketGauge.com walks us through 4 charts that reveal stocks may be at a top, but offers ways to play what may be coming next.  Plus, she looks at what the charts say for Nvidia, Apple and Microsoft. Download StockPick to watch the full interview >>https://lnkd.in/gVTYnFcV #investors #investmentopportunities #stockpicks #2024stockpicks