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PlanDynamic ➤ Fee-Only CFP®
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
 
 

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The Clash Against The Magnificent Seven
Investing, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 12/1/23 Investing, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 12/1/23

The Clash Against The Magnificent Seven

The Magnificent Seven have gained 71% this year while the other 493 stocks in the S&P 500 have gained just 6%. 

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Yes, even the Nasdaq-100 Index rebalances. What about you?
Investing, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 8/1/23 Investing, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 8/1/23

Yes, even the Nasdaq-100 Index rebalances. What about you?

Seven companies (combining Alphabet’s share classes) represented over 55% weighting of the NASDAQ 100 index and were educed to 38% with smaller companies within the index being purchased.

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945 Concord Street
Framingham, MA 01701
508.834.7733

ABOUT

PlanDynamic, LLC is a Registered Investment Advisor and fee-only fiduciary. A personal Certified Financial Planner™ leverages interactive technology and dynamically managed portfolios to help clients with planning and investing, so they can balance kids, aging parents and financial independence. 

Founder Glenn Brown is a member of:

 
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