Comment by JKCalhoun

4 days ago

I assume you mean an S&P500 tied index fund?

I asked "a friend":

• Meta (META) ~3.1 %

• Alphabet (GOOGL + GOOG) ~3.8 %

• Tesla (TSLA) ~1.6 %

So just under 9%. Significant, I suppose, for just 3 of 500 stocks.

EDIT: since "etc." was mentioned, I thought I'd toss in some of the other top stocks in the S&P500:

• Apple Inc. (AAPL) ~6.7 %

• Microsoft Corp. (MSFT). ~6.6 %

• NVIDIA Corp. (NVDA) ~6.0 %

Amazon.com Inc. (AMZN) ~3.8 %

Another 20% or so. So the above seven stocks comprise about 30% of the S&P500 (Apple, Microsoft and NVIDIA are the "Big 3" at about 20% when combined).

13 comments

JKCalhoun

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ectospheno  4 days ago

> I assume you mean an S&P500 tied index fund?

I would assume VT and/or BNDW. Most sane index fund fans aren’t all in on s&p 500.

baxtr  4 days ago

On a P/E basis neither Meta nor Alphabet seem overvalued.

  • westpfelia  4 days ago

    Not when compared to the likes of Tesla and Palantir. But once upon a time a P/E of 35 was insane. For meta I still feel like its too much. Apple.. Well less so.

    The question is do you think you can get 35 years of this level of earnings out of a company. If yes or more then it makes sense. But a whole hell of a lot can happen in 35 years.

    • DonnyV  4 days ago

      Meta makes 95%+ of its revenue on their ads. Whats crazy is that they own the platforms that most of their ads run on. Instagram, Facebook, WhatsApp, etc. How do we know they're not fudging the stats on the ads? They're already known not to be trusted. How has a third party Ad Verification system not popped up by now. Not for just Meta but for all Ad networks.

      3 replies →

  • Ekaros  4 days ago

    I think problem with both is that they get money from advertising. Once companies really have to start tightening belt that might largely go away...