11min chapter

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BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567

The Meb Faber Show - Better Investing

CHAPTER

Strategic Stock Screening and Market Dynamics

This chapter presents a straightforward stock screening method using the Russell 1000 index, focusing on dividend-paying stocks categorized into quintiles, particularly emphasizing the second quintile for optimal returns. It explores the current S&P 500 dividend yield trends, the resilience of large-cap growth companies, and the potential advantages of utility and NASDAQ ETF combinations. Additionally, the chapter reflects on the evolving landscape of the S&P 500, including CEO turnover effects and the implications of rising interest rates on stock performance.

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