XLG: A Concentrated Bet On The Magnificent Seven

Binary Tree Analytics
5.15K Followers

Summary

  • The "Magnificent Seven" tech mega-caps (Alphabet, Apple, Amazon, Meta Platforms, Microsoft, Nvidia, and Tesla) have outperformed in 2023.
  • Valuations for these stocks are at all-time highs, with a P/E ratio of 29x compared to 19x for the S&P 500.
  • The Invesco S&P 500 Top 50 ETF is a fund that aims to replicate the S&P 500 Top 50 Index, representing the largest 50 stocks in the S&P 500.
  • The index's market capitalization build results in the ETF containing over 50% of its collateral in the 'Magnificent Seven' stocks, representing a concentrated bet on these names.

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Thesis

The trade of the year in 2023 has been to be long the so called 'Magnificent Seven':

  1. Alphabet (GOOGL),
  2. Apple (AAPL),
  3. Amazon (AMZN),
  4. Meta Platforms (META),
  5. Microsoft (MSFT),
  6. Nvidia (NVDA) and
  7. Tesla (TSLA)

This article was written by

5.15K Followers
With an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatility profile. We have been investing for over 20 years after obtaining a Finance major at a top university.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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