VOO: Sell The S&P 500 In May And Go Away
We think that VOO is likely going to materially underperform its historical average of a ~10% total return CAGR over the next 3-5 years. We share 5 big reasons why. We also share where we are investing instead right now.
S&P 500 Rallies To New All-Time Highs, Bullish VOO Heading Into The Summer
I am upgrading the Vanguard S&P 500 ETF from hold to buy due to strong earnings numbers and impressive momentum. Utilities is the top-performing sector in the S&P 500 this year, followed by Energy and Communication Services, suggesting broad-based gains. The Magnificent 7 stocks continue to see upward earnings revisions helping to lift US large caps' fundamental value while the S&P 493 should see strong YoY EPS changes in H2.
S&P 500 And VOO: Here's The Bullish Case
Investors need to spend more time studying market behavior and less on superficial versions of past performance analysis. Here, I provide a breakdown of the S&P 500, featuring portions of my process, rather than picks, which I'll focus on in future articles.
