Topp 10 amerikanska aktier står för 86% av indexuppgången i år.. JPM Market Intelligence team kommenterar Magnificent Seven nedan.
These companies just proved their earnings prowess in an elevated bond yield environment… if this rally fails to broaden these companies will have an outsized benefit….The Mag7 end the fiscal year with combined cash level that exceeds $478bn, with 3 of the Mag7 in the top 5 most profitable companies in the world (Apple, Microsoft, and Alphabet). If you do not own these stocks, you should; and, if you do, you should own more.
