SP5 (beta)

TOP 5 Stocks S&P 500¹ Market Cap²

Len Zacks began in 1978 collecting the individual EPS estimates for over 4,400 US and Canadian companies made by 3,000 analysts employed by 180 US brokerage firms. Source: zacks.com (Zacks Investment Research, Inc.)

12 Month EPS > AAPL . MSFT . GOOGL . AMZN . NVDA

NDQ AAPL 0.00%↑🔸page

NDQ MSFT 0.00%↑🔸page

NDQ GOOGL 0.00%↑🔸page

NDQ AMZN 0.00%↑🔸page

NDQ NVDA 0.00%↑ 🔸page

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NDQ TSLA 0.00%↑🔸page

ARCX SPY 0.00%↑🔸page

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TOP 3 Sectors as % of S&P 500 Top 50 (as of Feb 29, 2024):

1 - Information Technology: 41.5
2 - Communication Services: 13.8
3 - Health Care: 11.9

• TOP 5 Stocks as % of S&P 500 Market Cap (as of Nov 1, 2023): 25.3

• Largest Companies by Market Cap

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S&P 500 Equal Weight Index: The S&P 500 is dominated by the "magnificent seven" which creates significant concentration risk. The S&P 500 equal weight index offers a possible alternative.

S&P 500 Equal Weight Index

Market Data (disclaimers)³

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📌 Notes

⇢ How to Read an Income Statement ⤵️

⇢ How to Read a Balance Sheet ⤵️

⇢ How to Read a Cash Flow Statement ⤵️

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1️⃣ APPLE, INC.

AAPL 0.00%↑

IR | Standardized Financials

Q2 2024 | Upcoming event: Aug 8, 2024*

🟩 SP5 > Apple > Latest

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2️⃣ MICROSOFT CORPORATION

MSFT 0.00%↑

IR | Standardized Financials

Q2 2024 | Upcoming event: May 2, 2024*

🟩 SP5 > Microsoft > Latest

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3️⃣ ALPHABET, INC.

GOOG 0.00%↑

GOOGL 0.00%↑

IR | Standardized Financials

Q4 2023 | Upcoming event: Abr 23, 2024*

🟩 SP5 > Google > Latest

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4️⃣ AMAZON.COM, INC.

AMZN 0.00%↑

IR | Standardized Financials

Q1 2024 | Upcoming event: Aug 1, 2024*

🟩 SP5 > Amazon > Latest

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5️⃣ NVIDIA CORPORATION

NVDA 0.00%↑

IR | Standardized Financials

Q4 2023 | Upcoming event: May 22, 2024*

🟩 SP5 > Nvidia > Latest

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🟠 TESLA, INC.

TSLA 0.00%↑🔸page 🔘 out of SP5 [hold]

IR | Standardized Financials

Q1 2024 (Full Audio) by Tesla Motors | Upcoming event: Jul 17, 2024* | Video by Benzinga

🟩 SP5 > Tesla > Latest

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[Draft]

Focused on NASDAQ

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The SCX’s Lists: Event Data

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*First draft based on lists by third-parties (could include direct links) ⤵️

Earnings Events

• Earnings Announcement Dates

• Earnings Date Revisions (DateBreaks)

• Earnings Confirmation Timing

• Earnings Date Monitor (Streaming Feed)

• EPS Results

• Earnings Press Releases

• Earnings Conference Calls

• Future Quarters

• Interim Calendar

Announced Dividends and ETFs

• Dividend Announcement Dates & Status

• Dividend Monitor (Streaming Feed)

• Dividend Suspends and Resumes

• Dividend Pay, Record, and Ex dates

• ETF Distributions

• Future Dividends

Investor Conference and Events

• Analyst Days

• Board of Directors Meetings

• Business Updates

• Capital Markets Days

• Company Travel

• General Conferences & Presentations

• R&D Days

• Road Shows

• Seminars

• Shareholder Meetings

• Summits

• Trade shows

• Workshops

Merger & Stock Events

• Mergers & Acquisitions

• Spinoffs

• Buybacks and Blackout periods

• Secondary Offerings

• Stock splits

• IPOs

  • Related reading: “A Practical Guide to IPOs” by Jay Goldberg

    

    Amazon link

Other Events

• Movie Releases

• Video Releases

• Filing Due Dates

• FDA Advisory Committee Meetings

Resources

• Exploring Corporate Event Data and Volatility (White Papers by WSH)

• Financial Glossary by FinanceTalking

• Learning Center by NIRI

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❌ Discontinued:

🔴 UNITEDHEALTH GROUP, INC.

UNH 0.00%↑🔸page

IR | Standardized Financials

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#Updated: Sep 29, 2023

*​When is the next earnings announcement? Next earnings date is UNCONFIRMED.

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❌ Archives

⇢ Stanley Druckenmiller:

• “Think about how the world will be in 18 months, then buy stock in companies that will thrive in that world”

⇢ OnlyCFO.substack.com

• How to Read Balance Sheets (software edition)

• How to Read Income Statements (software edition)

⇢ Viewpoint.pwc.com

• SEC Reporting

• Financial statement presentation guide (pdf)

  • Chapter 1 - 1.1: Financial statement presentation and disclosure requirements

  • Chapter 25: Segment Reporting

⇢ How to Analyze a Balance Sheet ⤵️

App Economy Insights @EconomyApp

Financial statements are intimidating. So I built visuals to help you digest them. There are 3 main statements to know: 💡 Income Statement ⚖️ Balance Sheet 💵 Cash flow Statement I use Apple $AAPL as an example.

⇢ How to Read a Cash Flow ⤵️

Compounding Quality @QCompounding

I am an Equity Fund Manager and have an MBA. The Cash Flow Statement is by far the most important financial statement in an annual report. Knowing how to read a Cash Flow Statement is crucial. Here's how:

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1. The S&P 500® Index is a market capitalization-weighted index of 500 large-cap firms listed on the New York Stock Exchange (NYSE Arca) or the NASDAQ. It is widely considered to be the benchmark for the U.S. stock market, representing the performance of the largest and most widely held public companies in the country.

2. S&P 500 Index (S&P 500®) is a registered trademark of S&P Global, Inc. or its affiliates. S&P Dow Jones Global Indices LLC: https://www.spglobal.com/spdji/en/indices/equity/sp-500/#overview

*Period of Report: 06/30/23(next revision 09/29/23)

*Not included Berkshire Hathaway Inc. (class B): Intrinio | IR 🔸page

*Goog (Class C) and Googl (Class A) here:🔸page

NDQ NASDAQ

NYS New York Stock Exchange (NYSE)

ARCX NYSE Arca

3. Market Data (disclaimers):

Intrinio, Inc.

Pyth Data Association

Vessica Technologies, Inc. https://www.miaxoptions.com/shift (discontinued?)

TipRanks Ltd.

spglobal.com/spdji/en/disclaimers/

*Financial Results: conference calls or audio streams are available for approximately weeks following the date of the events. Media providers and schedules can differ.

**Earnings Per Share and Earnings Release: this is an estimated date of earnings release and there may be delays, omissions, or inaccuracies in the information: Zacks Investment Research