The Compound and Friends

The Biggest Winners and Losers of 2024

27 snips
Dec 31, 2024
Dive into an engaging analysis of the investment landscape as the hosts spotlight the biggest winners and losers for 2024. They examine market trends, focusing on tech winners like Palantir and NVIDIA, while highlighting the struggles of giants such as Adobe. Wealth distribution and savings trends reveal stark contrasts, especially for younger generations. Consumer behavior shifts towards e-commerce are also discussed, alongside the evolving world of options trading. Expect insights on the optimistic future for certain sectors amidst the changing financial dynamics.
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INSIGHT

2024 Market Trends

  • 2024 saw a continuation of large tech leading market gains, with NASDAQ up 32% and S&P 500 up 27%.
  • Emerging markets and small caps offered respectable returns of 9% and 12% respectively.
INSIGHT

Factor Performance

  • Momentum was the dominant factor in 2024, with a 48.4% return, followed by growth at 38.6%.
  • Dividend-focused strategies underperformed, yielding only 7.8%.
INSIGHT

Dogs of the Dow Underperforms

  • The Dogs of the Dow strategy, a value approach, underperformed for the fifth time in six years.
  • This is likely due to the ongoing technological transformation favoring growth stocks.
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