Beyond the Index, Winners, Losers, & What's Next copertina

Beyond the Index, Winners, Losers, & What's Next

Beyond the Index, Winners, Losers, & What's Next

Ascolta gratuitamente

Vedi i dettagli del titolo
The S&P 500 is up about 10.2% this year. That average is hiding one of the most lopsided markets in a decade: energy up 28%, communication services negative, and the Magnificent Seven — the stocks that carried the market for three years — collectively underwater.In this week's Money On Tap, Ben Brayshaw and Dan Michelon go beyond the index, sector by sector. They walk the 2026 scoreboard — energy +28.1%, technology +26.8%, industrials +16%, with a 30-point gap between the top and bottom sectors — and unpack the year's most important story: the broadening of the market, with 46.3% of S&P companies now beating the index itself, up from 30.5% last year. Then the mechanics most investors never see: why seven stocks absorb a third of every dollar in a standard S&P fund, why the SPY and QQQ share 8–9 of their top 10 holdings, and why your "diversified" ETFs may be the same bundle of stocks in different wrappers. They close with the Fed's looming rate decision — hike odds jumped from 26% to 73% in one month — and the five durable themes they're watching for the second half.What you'll learn:
  • The 2026 sector scoreboard: all 11 sectors ranked, from energy's +28.1% to communication services' −3.1%
  • The broadening of the index: why 46.3% of S&P companies are beating the index — a decade-plus first
  • Why the Mag Seven flipped from engine to anchor (Microsoft down 20%+), and what the index looks like without them
  • The ETF overlap trap: cap weighting, 35–55% in the top 10, and wrappers around the same stocks
  • What a Fed rate hike would do to sector leadership — winners and losers under both scenarios
  • Buffett's warning: "a church with a casino attached," and why down doesn't mean cheap
  • The dials for outperforming: sector weighting, security selection, valuation discipline, income, cash, and tax management
  • Taking gains on purpose: the sequence-of-returns lesson in 2026's −4.3% Q1 and +15.2% Q2
  • Five second-half themes: electrification, defense, nuclear renaissance, the aging population, and the infrastructure rebuild
Plus Money In The News:
  • 73% odds of a Fed rate hike by September — up from 26% just a month earlier — and the two culprits behind it
  • Warren Buffett: it's tough to find value "when everybody is preferring gambling"
  • Blockbuster stock sales — SpaceX's record $75B IPO, Alphabet's $85B raise, SK Hynix ADRs — and whether $500B of new equity can overwhelm the bull market
Read the companion blog: https://www.brayshawfinancial.com/blog
Schedule a free consultation: https://app.greminders.com/t/9f3ce72e/initialconsulta
Browse the full Money On Tap library: https://www.brayshawfinancial.com/money-on-tapContact Us
  • Phone: 855-226-8551
  • Email: info@yourmoneyontap.com
  • Office: 116 South River Road, Bedford, NH 03110
  • Web: brayshawfinancial.com
Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. All other services offered through Brayshaw Financial Group, LLC are independent of Osaic Wealth, Inc. Index and sector performance figures are as of the air date and subject to change. Past performance is not a guarantee of future results.

  • What is value investing and why is it working again in 2026?
    Value investing means buying strong, profitable, often dividend-paying companies at sensible prices and holding them patiently — the approach built by Benjamin Graham and made famous by Warren Buffett and Charlie Munger. It struggled while near-zero interest rates favored growth stocks, but higher rates flipped the equation: in 2026, value sectors like energy (~20%), industrials (~17%), and healthcare (~15%) are outpacing the S&P 500's roughly 8–9%. The appeal is simple — instead of borrowing to chase growth, these companies pay shareholders real income today, and reinvested dividends compound over decades.
adbl_web_anon_alc_button_suppression_t1
Ancora nessuna recensione