News & Updates

Visualizing the S&P 500

Zoe Adrian
August 10, 2023

Clients sometime ask about the S&P 500 and whether or not they are or should be invested in it. The S&P 500 is an index of the largest 500 companies in the Unites States stock market, the largest market in the world. Together, S&P 500 companies hold $7.1 trillion in assets and account for close to 80% of available market capitalization. (Visual Capitalist, https://www.visualcapitalist.com/complete-breakdown-of-sp-500-companies/)

A large benefit of owning assets in the US stock market is the diversification in sectors you can’t access in Canada: think technology, health care, and consumer discretionary for example.

Here is a great visual which shows both the sectors and the makeup of each sector in the index. In your portfolio, you may hold the entire S&P 500 directly via an ETF which tracks the index, you may hold sector ETFs (technology or health care), and/or you may even hold some of the individual names within these sectors.

(Visual Capitalist, https://www.visualcapitalist.com/complete-breakdown-of-sp-500-companies/)

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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.

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