Young Research & Publishing Inc.

Investment Research Since 1978

  • Breaking News
    • Dick Young’s Research Key: Anecdotal Evidence Gathering
    • You’ve Read The Last Issue of Intelligence Report, Now What?
    • The Final Richard C. Young’s Intelligence Report
  • Home
  • About Us
    • Contributors
    • Archives
  • Investing Analysis
    • Bonds
    • Commodities
    • Currencies and Gold
    • Dividend Investing
    • Economy
    • ETFs & Funds
    • Investment Strategy
    • Real Estate
    • Retirement Investing
    • Stocks
    • Taxes
  • Money Management
  • Crisis at Vanguard
  • Free Email Signup
  • Retirement CompoundersSM
  • Dynamic MaximizersSM
  • Facebook

Bubble Stocks Dominate the First Quarter

April 4, 2017 By Jeremy Jones, CFA

Stocks overall had a strong first quarter, with the S&P 500 gaining 6%, but it is the FANG stocks and shares of similar companies that performed best over the last three months. In the chart below we show the YTD performance of the NYSE composite index relative to the Young Research Bubble Basket. Our bubble basket is an equally weighted index of Facebook, Amazon, Apple, Netflix, Google, and Tesla. The bubble basket is up over 22% YTD compared to a 4% gain in the NYSE composite.

Raging bullish sentiment among the investing public and compelling stories from many of these firms are no doubt driving the parabolic gains. But investors have pushed the prices of many of the stocks in our Bubble Basket to levels that, to be kind, make them extremely vulnerable to any sort of misstep.

Conservative investors and those in or nearing retirement should stay far away.

bubble basket

 

The following two tabs change content below.
  • Bio
  • Latest Posts
My Twitter profileMy LinkedIn profile

Jeremy Jones, CFA

Jeremy Jones, CFA is the Director of Research at Young Research & Publishing Inc., and the Chief Investment Officer at Richard C. Young & Co., Ltd. Jeremy is a contributing editor of youngresearch.com.
My Twitter profileMy LinkedIn profile

Latest posts by Jeremy Jones, CFA (see all)

  • Are Consumer Stocks Problems Fixable? - April 20, 2018
  • Where’s the Value in Tech? - April 19, 2018
  • Red Alert! $164 Trillion in Global Borrowing Exceeds Pre-Financial Crisis - April 18, 2018

Related Posts

Our Most Popular Posts

  • Vanguard GNMA and Your Retirement Years
  • Yes, Vanguard is too Big: Part II
  • This Chart Has a Concerning Look
  • Wellington Management Company
  • War Tensions Driving up LNG Prices
  • Facebook: “A Giant Blood-Engorged Tick Hanging off Your Frontal Lobe”
  • Your Pre-Retirement Years: A Straightforward Way to Earn Over 9% with Vanguard Wellesley
  • Amazon Establishes Foothold in Big Box Retail with Best Buy Partnership
  • Red Alert! $164 Trillion in Global Borrowing Exceeds Pre-Financial Crisis
  • Meet a Long-Time Friend and Advisor: The Stissing, Mountain Man
Fidelity: #1 Online Broker

The Economy Hasn’t Done this in Over a Decade

Household Net Worth Hits a Record High: Is that a Good Thing?

Is the GOP Tax Plan as bad as You’ve Heard?

Warehousing Employments Soars to Support E-Commerce Explosion

How Expensive is the Stock Market?

Search Young Research

RSS The Latest at Richardcyoung.com

  • Senate Must Not Confirm Anti-Iran-Deal Pompeo
  • One Standard for the Public, Another for the FBI?
  • O Canada: “Sports Bind Us Together in our Pain and Heartache”
  • Syria’s Four Fronts and a Perfect Storm of Chaos
  • How Would You Evacuate? Could You?
  • Cato’s Justin Logan—Iran Nuclear Deal an Historic Achievement
  • Iran’s Nuclear Bomb Prospects
  • Central Asia: Russia in Worse Shape than is America
  • The Poetic Outing of Sean Hannity Politically Motivated
  • Blackout: The Lights are Out in Puerto Rico

About Us

  • About Young Research
  • Archives
  • Contributors

Our Partners

  • Richard C. Young & Co.
  • Richardcyoung.com

Social Media

  • Facebook
  • Twitter
  • Youtube
  • Pinterest

Copyright © 2018 | Terms & Conditions