S&P 500 Based on the Chinese Zodiac Signs While it is not advisable to invest solely based on zodiac signs, the year of the Snake has historically been one of the worst for U.S. stocks. Since 1950, Snake years have seen an average increase in stock value of only 0.8%. Image: Carson Investment Research
Valuation – S&P 500 NTM P/E Investors pay a higher earnings multiple for the S&P 500 market cap-weighted index than for the equal-weight index, reflecting their preference for the growth potential and market dominance of the largest companies within the index. Image: Morgan Stanley Research
S&P 500 Target Based on projected U.S. economic expansion and strong earnings growth, Goldman Sachs expects the S&P 500 to reach 6,500 by late 2025. Image: Goldman Sachs Global Investment Research
S&P 500 Performance The S&P 500 surged 2.91% last week, its best performance since November’s presidential election, setting a positive tone for the Trump’s inauguration. Historical data suggests potential continued market strength in the coming months. Image: Bloomberg
S&P 500 Earnings Estimates According to Morgan Stanley’s forecast, S&P 500 EPS is expected to grow to $271 in 2025 and $303 in 2026, reflecting an optimistic market view. Image: Morgan Stanley Wealth Management
S&P 500 Gains Between 8-10% Are Quite Rare Historical data since 1950 suggests that investors can expect more upside potential for the S&P 500 in 2025, as it rarely offers average returns over a given year. Image: Carson Investment Research
Valuation – Real S&P 500 Index with Recessions and S&P 500 Shiller CAPE Ratio Investors face a delicate balance: while economic indicators show improvement, the market’s high valuations leave little room for error if conditions deteriorate. Image: Real Investment Advice
S&P 500 Returns After Back-to-Back 20% Returns When the S&P 500 experiences back-to-back annual returns of 20% or more, bulls are particularly happy, as historical data since 1950 shows that the following year has a median return of 12.8%. Image: Carson Investment Research
Seven Largest Companies as Share of S&P 500 Total Market Capitalization The seven largest stocks in the S&P 500 index account for 34% of its total market capitalization. While this high concentration doesn’t necessarily predict market downturns, it can potentially lead to increased volatility. Image: Goldman Sachs Global Investment Research
S&P 500 Average Returns in Bull Markets While the third year of a bull market often shows signs of relative weakness, patient investors may find substantial opportunities in the following years, as historical trends suggest the potential for sustained growth. Image: Carson Investment Research
Bullish Percent Index vs. S&P 500 Index The percentage of U.S. stocks with bullish buy signals is at levels where stocks typically find buying support and often indicates a potential bullish reversal. Image: Real Investment Advice