The S&P 500's returns in 2024 were driven by a concentrated few, like the Magnificent Seven.
Broader market participation, especially in small-cap and value stocks, is expected in 2025.
Growth rates are anticipated to be lower.
Investors are becoming more comfortable with risk, leading to a wider market spread.
An equally weighted S&P 500 (RSP) might be more attractive in 2025 than a market-cap weighted one (SPY).
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Transcript
Episode notes
2024 as an investing year, according to Steven Cress (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD about 907%. Total return 155.7% (10:00). What happened with the list's underperformer, Dorian? (17:25). Magnificent 7 stocks past and future growth (23:00). (RSP) for 2025 (27:20).