Join The Club

Alone with My Thoughts – 2/06/25

According to a recent research report from JPMorgan, the largest tech companies, aptly named the “magnificent seven” now make up 32% of the S&P 500 and another 19% of the index are technology companies in general.  That means that more than 50% of the market is tech related and very much in a space race to capture investor’s hearts with AI.  It seems like quite a concentration in a passive index investment.  With recent volatility that can at times accentuate this concentration, 2025 may be the year for active asset management and possibly tip toeing away from being “all in”. 

Important Links

Login To Your Account

How It Works

Enroll Now

About Folio Investments

About Leigh Baldwin & Co.

Privacy & Terms of Service

Form Adv Part 2A

Form CRS

Follow Us

Facebook Linkedin Youtube

Inspiration

“Open your eyes, look within.  Are you satisfied with the life you’re living?”
-Bob Marley

“The lack of money is the root of all evil”
-Mark Twain

“Success is the ability—to go from failure to failure—without losing your enthusiasm.”
-Winston Churchill

“It’s what you do in the present that will redeem the past and thereby change the future.”
-Paulo Coelho

Inspiration Archive

Disclaimer

Investment products and services offered through Leigh Baldwin & Co., LLC, and member: FINRA / SIPC. Investments are NOT insured by the FDIC or any federal or state governmental agency, and are NOT deposits or other obligations of, or guaranteed by, Leigh Baldwin & Co., LLC or its affiliates. Investments are subject to investment risks, including the possible loss of principal value or amount invested. The investments have no bank guarantee.

Projections and forward-looking statements regarding estimated investment outcomes are based on assumptions that we believe are reasonable at this time. However, actual results may vary materially from stated expectations, and we make no guarantees of the future performance of an investment in our accounts described on this website. The performance results do not reflect the deduction of other fees or expenses a client may incur in the management of such client’s investment advisory account. A client’s return with respect to an investment would be reduced by any fees or expenses a client may incur in the management of its investment advisory account. Please contact us to learn more about our fees. Past performance is not a guarantee of future results.

All comments contained herein are for informational purposes only and should not be considered as a solicitation to buy or sell any security. No advice may be rendered by Leigh Baldwin & CO., LLC unless a client management agreement is in place. The firm does not guarantee the accuracy or completeness of the information or make any warranties regarding results from its usage.