Investing Insights

Episode 10: Riding Big Waves to Big Returns

Dan Irvine
Principal, 3Summit Investment, Management, LLC
Share on facebook
Share on twitter
Share on linkedin

Note: If you would prefer the print version click here to read Investing Insights: GameStop – A Financial Battle to the Death and What it Foreshadows.

Subscribe on iTunes

Something is wrong with the S&P 500 Index. Risk is very high for U.S. stock investors. In this episode we break down the risk and opportunities for stock investors and provide strategies for navigating this risky market.

Chart 1

S&P 500 Market Concentration
Source: 3Summit Investment Management(Calculations), Siblis Research(Data)

Chart 2

S&P 500 Sector Concentration
Source: 3Summit Investment Management(Calculations), Siblis Research(Data)

Chart 3

S&P 500 vs Large Cap Managers
Source: Morningstar Direct

Table 1

Active Large Cap Mutual Fund Performance
Source: 3Summit Investment Management(Calculations), Morningstar Direct(Data)

Chart 4

S&P Returns
Source: 3Summit Investment Management(Calculations), Morningstar Direct(Data)

Chart 5

S&P 500 Drawdowns
Source: 3Summit Investment Management(Calculations), Morningstar Direct(Data)

Podcast Disclosure:

3Summit Investment Management is a registered investment adviser and the opinions expressed by 3Summit on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. 

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

3Summit Investment Management, LLC is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Copyright © 3Summit Investment Management, LLC, All rights reserved.

Close Menu