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Oct 07 2021

Additional Factors

  • Oct 7, 2021

The streak of consecutive positive quarters for the S&P 500 would have been shattered had it not been for our current 4%-Club members. Apple, Microsoft, and Google contributed a combined +75 bps of performance in Q3, while the index’s other 500 or so deadbeat members generated -17 bps.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager