【第415話】最強サイン点灯！来年●月まで+●%上昇！

Summary

This video script provides an in-depth analysis of the performance of major global companies, with a particular focus on the top 10 by market capitalization, including big players like Microsoft, Apple, and Nvidia. It highlights the strong performance of these companies, along with the standout growth of SOXL, a 3x leveraged ETF. The speaker emphasizes the power of leveraged ETFs in capitalizing on market growth, offering a strategic alternative to individual stocks. With a positive outlook for 2024, the speaker predicts continued upward momentum for the S&P 500 and advises leveraging ETFs for optimal returns.

Takeaways

• 😀 The top 10 companies by market capitalization globally include the Magnificent 7: Meta, Amazon, Google, NVIDIA, Apple, Microsoft, and Berkshire Hathaway, with Eli Lilly and TSMC also making the list.
• 😀 Eli Lilly, a pharmaceutical company, has seen a significant rise in its market value, nearly 30% since the beginning of 2024.
• 😀 TSMC, a semiconductor giant, has experienced a sharp rise in its stock price, up by 35% since the start of the year.
• 😀 Tesla is the only company from the Magnificent 7 not in the global top 10, sparking curiosity about its performance.
• 😀 The S&P 500 index, considered a benchmark for the U.S. market, has a year-to-date return of 9%, with the Magnificent 7 stocks outperforming it except for Tesla and Apple.
• 😀 SOXL, a 3x leveraged ETF tracking semiconductor stocks, has outperformed individual stocks from the Magnificent 7, producing a year-to-date return of 30.60%.
• 😀 Last year, SOXL generated an impressive 224.72% return, significantly outpacing most of the Magnificent 7 stocks except for NVIDIA.
• 😀 The speaker prefers investing in leveraged ETFs like SOXL over individual stocks from the Magnificent 7 due to the potential for higher returns with less risk exposure.
• 😀 The speaker is optimistic about the continuation of the bull market in 2024, predicting strong returns from 3x leveraged products like SOXL.
• 😀 The historical average return for the S&P 500 has been around 9%, but the speaker believes the market could see much higher returns in the coming months, especially given recent positive signs.

Q & A

What does a large market capitalization of a company signify?

A large market capitalization indicates that a company has a high value in the stock market, representing not only the size of the company but also the market's expectations for its future growth.

Which companies make up the 'Magnificent 7' mentioned in the script?

The 'Magnificent 7' consists of Meta, Amazon, Google, NVIDIA, Apple, and Microsoft, with Tesla being the only company excluded from this group in the context of the script.

Why is Tesla's performance considered weak in the current year compared to other companies in the Magnificent 7?

Tesla's performance is seen as weak because it has shown negative returns of -32.2% year-to-date, which contrasts with the positive performances of other Magnificent 7 companies.

What does the S&P 500's year-to-date performance indicate?

The S&P 500's year-to-date performance of +9% reflects the overall strength of the broader stock market, with the Magnificent 7 outperforming this index, highlighting the strength of certain tech stocks.

What was the return of the SOXL leveraged ETF compared to the Magnificent 7?

The SOXL leveraged ETF produced an impressive return of +30.60% year-to-date, outperforming the Magnificent 7 stocks in terms of overall return, reflecting the strength of the semiconductor sector.

How did the Magnificent 7 perform in the previous year (2023)?

In 2023, the Magnificent 7 had mixed performances, with NVIDIA leading the pack. SOXL, a semiconductor-focused ETF, outperformed most of the Magnificent 7 except for NVIDIA, which delivered a higher return.

Why is the speaker inclined towards investing in SOXL rather than individual stocks like NVIDIA?

The speaker prefers SOXL because it offers exposure to multiple high-performing semiconductor companies with less risk compared to picking individual stocks like NVIDIA, which can be more volatile.

What was SOXL's performance in 2023?

SOXL saw a significant gain of 224.72% in 2023, tripling in value, and was a standout performer in comparison to the individual stocks in the Magnificent 7.

What does the historical performance of the S&P 500 from 1950 to 2023 indicate?

The historical performance shows that the average annual return of the S&P 500 is about 9%. However, there are very few years where the return is exactly at this average; most years see higher or lower returns, with significant fluctuations.

What recent strong bullish signs are identified in the script for 2024?

Recent bullish signs include a new high in the S&P 500's breadth (measured by the advance-decline line), where the number of stocks advancing exceeds those declining by a significant margin, suggesting continued market strength.