Take a look at the YTD performance of the following leading stocks. I think you might be surprised.
- The leading sector is actually financial sectors: HOOD, GS, JPM, and ETHA
- Then AI chips and utilities: AVGO, NVDA, VST
- The old school Mag7 is next: META, MSFT, GOOG
- Bitcoin is now bluechip and only returns 15% YTD
- Tesla had huge run late last year and is -9% YTD
I did not include PLTR here. PLTR has the 100% YTD performance but the AI App sector is not consistent. For example, NOW is still -10% YTD, and CRM -22%, but MDB was -11% only a few days ago, but jumped 50% in 1 week
The key point here is that: There are always individual stocks going up and down every day. But if you invest in the right sectors, invest in the leading and best companies in those sectors, you will be able to easily beat the index over a long stretch of time, and generate great compound returns
