Perspective | Here are the stocks that powered your 401(k) to a monster performance in 2020 and 2021 and are taking it right back down

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Perspective: Just seven companies — the same ones that drove the S&P to record highs — are now dragging the market down

So far this year, each of the Seven has fallen more than the S&P, which was down 8.6 percent through Tuesday. Each has also fallen by more than the 9 percent decline in Vanguard’s total stock market fund.

The biggest percentage loser, Nvidia, was down 24 percent, after having more than doubled in both 2020 and 2021. Another example of why a big index fund has a lot less upside than an individual stock, but a lot less downside. . Given the Seven’s substantial weight in the S&P — and given that each of the Seven has fallen more this month than the S&P — it’s clear that the Seven have dragged the S&P down disproportionately. Just as they helped it rise disproportionately in the past two years.About $13.5 trillion was indexed or benchmarked to the S&P as of year-end, according to S&P Dow Jones Indices. That’s roughly a quarter of the value of the U.S. market .

Disclosure: The only member of the Select Seven that I own is Apple, so I can give shares to each of my four grandkids on their birthdays. I consider my Apple holdings to be my grandkids’ stock, not mine.

 

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