Sector sizes of the S&P 500 over time

Dot-com bubble The largest sectors and companies of the S&P 500 by market capitalization have changed over time. Prior to the dot-com bubble bursting in March 2000 the technology sector made up a third of the S&P 500 thanks to companies such as Microsoft, Cisco, Intel, Lucent Technologies, IBM, America Online and Oracle. 2007-2008 financial …

Status on the S&P500 going into the Q3 earnings season

The earnings season kicks into gear this week with earnings from PepsiCo, Costco, McCormick, Constellations Brands and others. The week from October 14th to 18th sees JP Morgan, Wells Fargo, BoA, J&J, UnitedHealth, Coca Cola and others reporting. Revenue as well as dividends and stock repurchases are at all time highs, but operating income and …

Apple iPhone and China troubles?

Apple issued a press release about their quarterly results with the headline “Services Revenue Reaches New All-Time High of $11.5 Billion”. “Our March quarter results show the continued strength of our installed base of over 1.4 billion active devices, as we set an all-time record for Services, and the strong momentum of our Wearables, Home …