The S&P 500 is the ‘perfectly constructed index’ - Goldman Sachs

seekingalpha06-27 01:01

The S&P 500 (NYSEARCA:SPY) is “the perfectly constructed index,” where you need either the best top five names going higher or the other 495 names higher. “They just can’t both be down a lot at the ...

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If an investor allocates $1 into the S&P 500 , $0.28 go into the top five stocks -- Microsoft , Nvidia , Apple , Amazon , and Meta .  Similarly, if an investor allocates $1 into the Nasdaq , , $0.36 goes into the top five stocks.  When it comes to the semiconductor ETF , if an investor allocates $1 into it, $0.20 goes into Nvidia . Also, if an investor allocates $1 into the Direxion Daily Semiconductor Bull 3X Shares ETF , $0.20 goes into Nvidia , 3x. “Levered single name ETF – such as the GraniteShares 2x Long NVDA Daily ETF – with $4B in assets under management, has traded $10B worth of shares in the past five days, “higher than multiple blue chip companies.” This ETF saw a record inflow last week, and it is up 364.13% year-to","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","QQQ":"纳指100ETF","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","NVDA":"英伟达","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","OEF":"标普100指数ETF-iShares","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","SPXU":"三倍做空标普500ETF","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H",".SPX":"S&P 500 Index","OEX":"标普100","VOO":"Vanguard标普500ETF","SOXL":"三倍做多半导体ETF-Direxion Daily","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SPY":"标普500ETF","FDN":"First Trust Dow Jones Internet I","QQQM":"Invesco NASDAQ 100 ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","AAPL":"苹果","LU0109391861.USD":"富兰克林美国机遇基金A Acc","UPRO":"三倍做多标普500ETF","SMH":"半导体指数ETF-HOLDRs","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","MSFT":"微软","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4525":"远程办公概念","SDS":"两倍做空标普500ETF","BK4524":"宅经济概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","META":"Meta Platforms","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","IVV":"标普500指数ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF"},"translate_title":"标普500是“构建完美的指数”——高盛","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".SPX":1,"VOO":1,"SPY":1,"SOXL":1,"SMH":1,"QQQM":1,"QQQ":1,"NVDA":1,"AAPL":0.9,"MSFT":0.9,"META":0.9,"AMZN":0.9,"FDN":0.9,"ESmain":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SSO":0.6,"UPRO":0.6,"IVV":0.6},"content_text":"The S&P 500 (NYSEARCA:SPY) is “the perfectly constructed index,” where you need either the best top five names going higher or the other 495 names higher. “They just can’t both be down a lot at the same time,” Goldman Sachs Analyst Scott Rubner wrote in a Flow of Funds note. If an investor allocates $1 into the S&P 500 (SPY), $0.28 go into the top five stocks -- Microsoft (MSFT), Nvidia (NVDA), Apple (AAPL), Amazon (AMZN), and Meta (META).  Similarly, if an investor allocates $1 into the Nasdaq (QQQ), (QQQM), $0.36 goes into the top five stocks.  When it comes to the semiconductor ETF (SMH), if an investor allocates $1 into it, $0.20 goes into Nvidia (NVDA). Also, if an investor allocates $1 into the Direxion Daily Semiconductor Bull 3X Shares ETF (SOXL), $0.20 goes into Nvidia (NVDA), 3x. “Levered single name ETF – such as the GraniteShares 2x Long NVDA Daily ETF – with $4B in assets under management, has traded $10B worth of shares in the past five days, “higher than multiple blue chip companies.” This ETF saw a record inflow last week, and it is up 364.13% year-to-date.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2446316267"}