The Winners Won

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This decade belonged to the winners.

I suppose that’s always the case to a certain extent, but this time has to be close to a record. What I’m talking about specifically is that if you owned a portfolio of the 10 largest stocks and did a rebalance every January, you absolutely annihilated the S&P 500. I can’t imagine this is always the case.

The only stocks that would have stayed in your portfolio from 2010 through the end of the decade were Apple, Microsoft, Google, and the one run by that guy down in Omaha.

Josh and I speculated on which one of the FAANG stocks are most vulnerable in the coming decade, and much more, on this week’s What Are Your Thoughts?

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