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4% Club

Apr 30 2020

A “May Day” Revolution?

  • Apr 30, 2020

With May Day marches and demonstrations cancelled, the workers of the world have one less opportunity to remind us of the ever-widening wealth gap and the evils of the “Top 1%.” It’s a shame, because this was the year that we active managers would have stood shoulder to shoulder with those protesters voicing our own contempt for the “Top 1%”… of the S&P 500.


Nov 22 2019

AAPL—The Trillion Dollar “Itsy-Bitsy Spider”

  • Nov 22, 2019

OK, OK–maybe Apple isn’t so “Itsy Bitsy.” However, when viewed through the lens of our “4% Club” vignette, the stock has certainly followed the Sisyphean pattern of that popular nursery rhyme (and accompanying fingerplay, of course) over the last seven-plus years.

Jul 07 2018

Apple Back Tickling 4%

  • Jul 7, 2018

Apple has added 10% to its market value since the end of January, and this action has pole-vaulted the Cupertino firm back into the rarefied air of the “4% Club” (S&P 500 weighting) for the fourth time in six years.

Jun 07 2016

Apple Falls To Earth

  • Jun 7, 2016

Following a brief re-admittance to the “Four Percent Club,” the value of Apple declined by the equivalent of one General Electric or two IBMs in the span of just over 14 months.