FAAMG

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about FAAMG, every show

CAPITAL ALLOCATORS Assertion Supported
Visser: Tech makes up 41% of S&P 500 while energy and materials are 3% each
“The passive boom, when you look at the S&P, it's Right now, 18% technology without the F-A-A-M-G, but when you add Facebook, Apple, Amazon, Microsoft, Google as a separate group, that's about 23% of the S&P. 18% is technology, X those names, so you got about 4…”
Jordi Visser Nov 8, 2021 ▶ 32:22 Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)

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