Nvidia has a current market cap of $5.2T (largest in the world) making it 7.6% of the S&P500. I’m sure that’s the point you were trying to make, but we aren’t talking about Nvidia.
If we assume Morningstar is wrong and SPCX realy is worth $1.8T, then it will become roughly 2.6% of the S&P. If they’re right, it’ll be closer to 1.3%.
In my 403(b) I’m 50% international, 40% extended US market, and only 10% S&P500. I’ve been expecting the AI bubble to pop this year, so I moved my money away from Nvidia and the Magnificant 7. It’s been good for me so far. YTD I’m up 14.2%, while the S&P is up 11.7%. Nvidia is currently only 0.78% of my portfolio.
Nvidia has a current market cap of $5.2T (largest in the world) making it 7.6% of the S&P500. I’m sure that’s the point you were trying to make, but we aren’t talking about Nvidia.
If we assume Morningstar is wrong and SPCX realy is worth $1.8T, then it will become roughly 2.6% of the S&P. If they’re right, it’ll be closer to 1.3%.
In my 403(b) I’m 50% international, 40% extended US market, and only 10% S&P500. I’ve been expecting the AI bubble to pop this year, so I moved my money away from Nvidia and the Magnificant 7. It’s been good for me so far. YTD I’m up 14.2%, while the S&P is up 11.7%. Nvidia is currently only 0.78% of my portfolio.