Do you really believe in the large caps?

Discussion in 'Trading' started by michaelscott, Jul 5, 2007.

  1. Ok. I have heard all the talk that large caps were going to perform and we better switch over to value. I also heard at the start of the year that energy related stocks were going to be the ones to throw into the trash and that we should wait for oil to go to $35. Hmmmm.

    Lets take a look at some ETFs to debunk a few myths...

    https://flagship.vanguard.com/VGApp/hnw/funds/etf/bytypeSec

    Total Stock Market ETF- 9.23% YTD

    Large Cap ETF- 9%
    Large Cap value- 8.16%
    Large Cap Growth- 9.87%

    Extended Market (meaning everything not in the S&P500)- 11.74%

    Mid-Cap Growth- 16.8%

    Small Cap Growth- 15.74%

    Energy- 21.63%

    High Dividend Yield Large cap- 6.4%

    So do you really believe that dividend paying large caps are still the way to go?
     
  2. Is this a straw man?
    What did you hear? When? From whom?
     
  3. All you have to do is turn on the tube or the flat panel and watch it on Bloomberg or CNBC.

     
  4. You heard about it from Bloomberg or CNBC. Both of them? Just one of them?
    What was said?
    When was it said?
     
  5. "Ok. I have heard all the talk that large caps were going to perform and we better switch over to value"

    I'm going to confirm your statement. In the general course of reading various items this is the impression I have gotten over the past few months. But, I might add, my own little index of large caps is reflecting a disconcerting distribution however slight. I don't like it.
     
  6. The average sales in the last 6 months of insider held shares of the Dow 30 is 12.62%.