Even though just five stocks, led by Apple and Microsoft, account for 24% of the index, the concentration helps stabilize the risk of investing over time.
In four of the last five times a similar level of “retail capitulation” occurred, the S&P 500 Index rose more than average in the subsequent one-, three-, and six-month periods.
The platform, first launched in April 2022, now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.