1Q 2023 Investor Letter - AS OF APRIL 5TH, 2023, 10 STOCKS ACCOUNTED FOR 90% OF THE S&P 500 RALLY YEAR TO DATE
They are Apple, Microsoft, Nvidia, Meta, Tesla, Amazon, Alphabet, Salesforce, AMD, and Broadcom - all technology centric companies.
They are Apple, Microsoft, Nvidia, Meta, Tesla, Amazon, Alphabet, Salesforce, AMD, and Broadcom - all technology centric companies.