alt Hacker NewsJust for context, they make up 5% (yes 5%) of holdings in global index funds like VWRA.
https://stockanalysis.com/quote/lon/VWRA/holdings/
That is an astounding figure and means markets are highly imbalanced, unless you think Nvidia represents 5% of the global economy.
Replies
HDBaseT • yesterday at 10:55 PM
There is a number of index funds holding 7.5% of NVIDIA.
This consolidation is scary. I've started putting a little bit in emerging markets and China. I cannot trust the US long term, hopefully I'm wrong!
➕ show 1 reply
4.7% of the discounted future earnings pie of 3761 of the largest current publicly traded global companies.
That’s still a lot, but “the global economy” over the horizon where those earnings are not discounted to 0 contains a lot more than what’s listed in VWRA today.