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Jan 26 2023

#61 - End of the 4% Club Golden Era

  • Jan 26, 2023
#61 - End of the 4% Club Golden Era

Phil Segner takes another look at the 4% club. For those of you not familiar with this vignette: back in the day, achieving a 4% weight in the S&P 500 had been a rare feat, occurring only during periods of extreme enthusiasm for technology, conglomerates or oil. The blessing of membership soon turned into a curse, with most taking just a cup of coffee behind the velvet ropes before being thrown to the curb because of dramatic underperformance to the rest of the Index.


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About The Author

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