Beating the S&P 500

Ex-Professional Investor at a US$2bn equities fund | 15+ years in financial markets | Sharing insights on my Substack | Personal opinions, not financial advice.

[Beating the S&P 500 @BeatingtheSP500]

🚀 In just 2 months, my portfolio is beating the S&P 500 by 4.1%.

How?

Sensible stock selection + Big weights in winners + Avoiding big losers

Here’s the strategy that’s delivering results 🧵👇https://t.co/4k5juSCzY7

[Beating the S&P 500 @BeatingtheSP500]

A very useful article on portfolio construction is published here by @mastersinvest : https://t.co/WzF7iHcvtY

[Beating the S&P 500 @BeatingtheSP500]

🚀 In just 2 months, my portfolio is beating the S&P 500 by 4.1%.

How?

Sensible stock selection + Big weights in winners + Avoiding big losers

Here’s the strategy that’s delivering results 🧵👇https://t.co/4k5juSCzY7

[Beating the S&P 500 @BeatingtheSP500]

The Importance of portfolio construction:

50% of my stocks fell in price, yet the portfolio beat the market. Why?

My winners were sized big enough to matter.

My losers were kept small to avoid major damage.

This is portfolio management 101🔑but 99% of investors don't do this

[Beating the S&P 500 @BeatingtheSP500]

Want to know how I choose my winners and construct my portfolio to beat the market?

I’ve broken it down in my latest Substack post. 🚀

👉 https://t.co/4k5juSCzY7

Subscribe and join me on the journey to consistent outperformance.

[Beating the S&P 500 @BeatingtheSP500]

Think of it like basketball 🏀.

The star players (top-performing stocks) like Michael Jordan get the most minutes, while the bench players (laggards) only play a little.

I give my top-conviction ideas room to shine.

[Beating the S&P 500 @BeatingtheSP500]

I shared my detailed thesis on $AMZN on 28 Oct. Here's the post
https://t.co/scvZmwlpBX

This performance is just the beginning for a long-term compounder."

Want more winning stock ideas like this? Subscribe to my Substack to get actionable insights designed to beat the S&P500.

[Beating the S&P 500 @BeatingtheSP500]

💥 $AMZN stock is up 20% since I recommended it on Substack just 6 weeks ago. Here’s why it’s still a no-brainer for long-term investors. 🧵👇

https://t.co/8Twpo3onZo

[Beating the S&P 500 @BeatingtheSP500]

@cullenroche Interesting stat - thank you for sharing. I suspect US earnings as a % of global earnings are also near all time highs ...

[Beating the S&P 500 @BeatingtheSP500]

@morganhousel What's the point of wealth if it doesn't give you the freedom and independence to spend your time as you wish and with people you like...

[Beating the S&P 500 @BeatingtheSP500]

US exceptionalism in action: Public companies under 50 years old with $10B+ market cap are overwhelmingly American.

Tech giants like $AAPL, $AMZN, $NVDA, $GOOGL, $TSLA dominate the global stage, dwarfing the EU in innovation and scale. 🚀🇺🇸 #Innovation #USvsEU #TechLeadership"

[Beating the S&P 500 @BeatingtheSP500]

The dot-com bubble is the only time the S&P 500 has posted three consecutive annual gains above +20%. History teaches us perspective! 📈 #Investing #StockMarket #SP500 #MarketHistory #Finance

[Beating the S&P 500 @BeatingtheSP500]

Demand and economic health are now top concerns for firms in Q4 2024, overtaking inflation and labor issues. The slowdown feels real. Thoughts? 🤔 #Economy #Markets

[Beating the S&P 500 @BeatingtheSP500]

Ever wonder why the S&P500 does better than other markets ... because of its higher EPS growth of course

Valuation vs. growth: The $SPX $VOO $IVV sits in a league of its own with the most robust EPS growth. #Investing #StockMarket #Equities #GrowthVsValue

[Beating the S&P 500 @BeatingtheSP500]

🤔 Will 2025 be the year the rest of the market catches up to the “Magnificent 7”?

As the earnings growth of $AAPL, $AMZN, $GOOG, $META, $MSFT, $NVDA, and $TSLA cools, the rest of the S&P 500 may finally close the gap. Could we see a more balanced market next year?

#SP500

[Beating the S&P 500 @BeatingtheSP500]

📉 The rise of passive investing!

For the first time, ETFs & passive mutual funds now hold a 51% share of the $27 trillion global mutual fund and ETF AUM, overtaking active management. Is this a long-term trend or a bubble in the making? 🧐

#PassiveInvesting #ETFs $SPY $VOO

[Beating the S&P 500 @BeatingtheSP500]

‘Record numbers of US executives are selling shares in their companies. The ratio of insider sales-to-insider buys has hit a record high for any quarter in two decades.' FT

$SPY $IVV $VOO

[Beating the S&P 500 @BeatingtheSP500]

🌍 Big Shift in Investor Sentiment! 📈

Following the US election, investor optimism is soaring:

Stronger global economy? +23%
Stronger US economy? +28%
Overweight on US equities? Now 29%!

Is this confidence sustainable? 👇 #Investing #Markets #USElection $SPY $IWM $HYG

[Beating the S&P 500 @BeatingtheSP500]

🚀 S&P 500 Earnings Outlook: Q4 2024 🚀

Sector leaders and laggards are crystal clear! 📊

💸 Financials & Comm Services lead with strong growth ⚡️ Energy & Industrials in the red, facing big challenges
#Investing #Earnings #StockMarket #SP500 #Finance $SPY $XLF $XLE