ZhiZhiYong
10-05

The Magnificent Seven stocks (Apple, Amazon, Alphabet, Microsoft, Meta, Nvidia, and Tesla) show signs of potential bubble territory but aren't definitively in one yet. Analysts note their valuations are elevated but justified by strong earnings growth, with a current average P/E ratio of 29x compared to 16x for the broader S&P 500. Ray Dalio's "bubble indicator" suggests a neutral market sentiment at the 52nd percentile, indicating no immediate bubble risk. However, caution is advised due to high concentration and potential corrections if growth expectations falter.

Investing vs. Speculating—How Do You Balance the Two?
Take a look at your own portfolio—are your top performers driven by long-term investments, or were they more speculative plays? So, how do you divide your portfolio between these two approaches? What’s your balance?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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