Conner Taylor

Market, Stock, & Economic Commentary | Financial Advisor | Not advice—let's connect! | Use my Location link to book a Quick Investment Chat

[Conner Taylor @_ConnerTaylor]

I just compared $SCHG and $SPYG. Here’s what stood out 👇

Both $SCHG & $SPYG are:

• large-cap growth ETFs
• heavily weighted toward technology
• concentrated in mega-cap names like NVIDIA, Microsoft, Apple, Amazon, and Alphabet

Both also carry the same low expense ratio:

0.04%

But the differences become more interesting beneath the surface.

Over the last 10 years:

$10,000 invested grew to:

• SCHG: $56,536
• SPYG: $53,838

SCHG pulled ahead largely because of stronger upside performance during aggressive tech-led bull markets.

Example:

2023 Returns:

• SCHG: +50.11%
• SPYG: +30.02%

But SPYG showed slightly stronger downside numbers during weaker markets.

2022 Returns:

• SCHG: -31.80%
• SPYG: -29.42%

There were also some notable differences in risk metrics:

• SCHG Downside Capture: 109
• SPYG Downside Capture: 101

One thing I found interesting:

SCHG appears more geared toward maximizing upside during strong growth environments…

While SPYG showed a slightly smoother risk-adjusted profile.

Both make sense for a long-term hold that can endure ups and downs in the market.

Making me wonder

In this market environment…

Would you prioritize maximum upside potential or stronger downside protection?

[Conner Taylor @_ConnerTaylor]

The power of a journalist may be unmatched in today's world.

The individual who decided to ask Trump if the ceasefire with Iran was effectively over, in turn, brought upon today's shift on Oil.

Yesterday, investors seemed optimistic that U.S & Iran could get past the broken ceasefire.

Today, investors are reacting aggressively to possible retaliation, blockades, and a ceasefire that may no longer be in place.

[Yahoo Finance @YahooFinance]

Trump says the US may reimpose a blockade on the Strait of Hormuz just on Iran.

"Anybody else can have whatever they want," he added.

[Conner Taylor @_ConnerTaylor]

@antibearthesis I will appease your comment bait hahah… Three words… Samsung, Earnings, Report

[Conner Taylor @_ConnerTaylor]

Really a great point! There’s mixed data and there’s mixed interpretation. I think the Job report data today got investors moving and some decided to focus on the fact that maybe the economy growth is slowing and maybe some read further into positives that can come from a higher likelihood of a rate cut

[Conner Taylor @_ConnerTaylor]

@karl_havoc @JUST_KAWS It could indicate the economy is slowing down. It all depends on what part of the job report data you choose to read

[Conner Taylor @_ConnerTaylor]

I've seen a lot of talk surrounding memes like this lately.

Investors are concerned about AI/Tech companies that report such enormous valuations but don't have the revenue to support it.

This has been a core principle to stock & market valuation but now that 10 companies make up 40% of the S&P 500 & 4 of those 10 are projected to spend $700 billion this year, the valuation itself may need to change.

As was with SpaceX, their valuation was not based merely on current financials, but FUTURE capabilities.

The concern for AI/Tech right now is "that the revenue needed to justify it has not YET shown up" (Swensen, Atlas Investment Mgmt.)

There are a handful of bullish indicators that investors could be monitoring to justify any premium paid to invest in AI equities.

If you want to chat about what those indicators are or how Atlas approaches evaluating this new AI sector, use my Bookings link in the bio.

[Conner Taylor @_ConnerTaylor]

@DudeWhoInvests

[Conner Taylor @_ConnerTaylor]

I think the hype train has left, and investors are now listening to the analytics that $SPCX may have been overpriced, and their debt issuance is something to be weary of.

[Conner Taylor @_ConnerTaylor]

@Kalshi Is it odd for me to think that SpaceX is overvalued by 347%? Before the IPO, I thought a proper price target was $43/share. But I do also agree that it is roughly 92-94% overvalued

[Conner Taylor @_ConnerTaylor]

2 stocks I'm really liking rn are $VRT & $SNOW
I think most investors may tend to look directly to stocks like NVIDIA to profit off of this AI boom, but there is so much more out there.
VRT provides necessary cooling infrastructure to AI datacenters & SNOW provides necessary cloud-based data software for AI integrated services.
Analyzing necessities are something I think every investor should consider.

[Conner Taylor @_ConnerTaylor]

@JonoG349979 @JamieFinance25 Agreed! Sweet profile picture btw!

[Conner Taylor @_ConnerTaylor]

@YahooFinance Great leadership skills here! Divvy up responsibilities to dedicated teams so you can focus on more pressing & innovative matters

[Conner Taylor @_ConnerTaylor]

@kevinxu IPO's are a liquidation event that "can" make existing shareholders millions. Your single share is not a ticket to mars or a lottery ticket

[Conner Taylor @_ConnerTaylor]

@Kalshi Is it odd for me to think that SpaceX is overvalued by 347%? Before the IPO, I thought a proper price target was $43/share. But I do also agree that it is roughly 92-94% overvalued

[Conner Taylor @_ConnerTaylor]

OIL & VIX at their lowest levels in months!

Crude Oil Futures and the VIX index are two great indicators for all investors to track when trying to monitor the war in Iran.

The VIX is down nearly 8% just today (16.30), off of Pres. Trumps peace framework with Iran.

Crude Oil Futures are tip-toeing around $80/barrell, off of the reports of safe passage through the Strait of Hormuz.

Every investor should have their own key indicators when creating and managing their investment strategy.

If you don't manage your own investments, has your investment advisor shared their indicators with you?

Lmk what indicators you use!

(Here's a quick selfie from my recent trip to Cabo!)

[Conner Taylor @_ConnerTaylor]

Let’s keep it going!

[Conner Taylor @_ConnerTaylor]

T-10ish minutes for the futures market to
Open! Let’s see what investors are feeling!

[Conner Taylor @_ConnerTaylor]

T-10ish minutes for the futures market to
Open! Let’s see what investors are feeling!

[The White House @WhiteHouse]

“The Deal with Islamic Republic of Iran is now complete. Congratulations to all!” President Donald J. Trump 🇺🇸

[Conner Taylor @_ConnerTaylor]

The biggest IPO ever just finished its 1st trading day and the hype doesn't seem to be going anywhere anytime soon

Heres what I learned from day 1 of $SPCX

1: Investors are OVERLY bullish on 3 FUTURE aspects of SpaceX, and not their current state
> xAI
> Starlink
> The hope that our kids can do science experiments on the moon

2: Investors do not care about paying a near 20-25% premium because the nominal share they are allocated is their "ticket to mars"

3: Investors confidently believe in the historical returns that founder-led IPO companies can deliver

All in all, I'm not pessimistic of SpaceX, I'm just cautious of what may come. I hope SpaceX scales and delivers innovative solutions to the human race in my lifetime.

[Conner Taylor @_ConnerTaylor]

$SPCE taking a huge hit! Investors are reallocating capital from SPCE to $SPCX and investing in a possible strong fututre!

[Conner Taylor @_ConnerTaylor]

WE’RE LIVE!!! $SPCX

[Conner Taylor @_ConnerTaylor]

Quick vote in the final minutes! Is $SPCX going to open above or below $175 for retail?!