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Christopher Nelson's avatar

Thanks for sharing. Gave me another perspective to think about.

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Dan N's avatar

One issue I can't get around: this analysis assumes that you will know, at the beginning of the year, which stock will have highest market cap by year's end, and invest in it at the start of the year. You still need a crystal ball. For example, 2018. Microsoft had a cap of 780B. In 2019, Apple was 1.287T. 73% gain - awesome, but at the start of 2019 would you have known to move into Apple? Would anyone sell Microsoft on the dip of December 2018? Nah, we'd hold on, double down! Microsoft was still larger, by market cap, at the end of 2018.

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The Pareto Investor's avatar

True! That’s why my real portfolio isn’t composed of only one stock ;)

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TheGamingDividend's avatar

Thanks for sharing!

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Investing For Everyone's avatar

What is your strategy? We help you with great picks monthly!

https://open.substack.com/pub/investingforeveryone?r=5fwxpy&utm_medium=ios

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Stuart Farmer's avatar

Great writing on a natural phenomenon that can be found anywhere... even the stock market, and how we can exploit that for our own gain.

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