Don’t let the Big Seven focus exclusively on the U.S. real estate stocks.

Since 2023, the \”Big Seven\”, which account for more than 30% of the market value of the S&P 500 Index and contributed 2/3 of the annual increase, have almost become the spokespersons of U.S. stocks; their huge gains have also made them the best targets for investment institutions.

The \”Big Seven\”, which have accounted for more than 30% of the market value of the S&P 500 Index since 2023 and contributed 2/3 of the annual increase, have almost become the spokespersons of U.S. stocks; their huge gains have also made them the best targets for investment institutions.
Fidelity, JPMorgan Chase, Wells Fargo and other institutions listed companies such as Apple (AAPL-US), Favorite (NVDA-US) and Microsoft (MSFT-US) as key positions in their 13F holdings reports in the fourth quarter of last year.
The results of a global fund manager survey released by Bank of America in February showed that more than 60% of fund managers believe that going long on the \”Big Seven\” has become the most popular trade in the world.
But while people are still debating whether Huida has peaked, whether Apple and Tesla (TSLA-US) are starting to fall behind, and whether the U.S. stock market will involve huge risks due to over-reliance on the \”Big Seven\”, the U.S. real estate giant has quietly set a record new highs.
Especially in the past year, the growth rate of the U.S. housing construction index was even comparable to that of the \”Big Seven\” in technology.
In fact, the U.S. housing market started an upward cycle as early as 2019 with the Federal Reserve\’s interest rate cut, and was further pushed up by the dual impact of excess savings and large-scale monetary easing brought about by large-scale fiscal stimulus after the epidemic.
The S&P/Case-Shiller National Home Price Index rose 20% for the full year of 2021, even higher than the annual increase before the 2008 financial crisis.
The rapidly recovering U.S. housing market attracted Buffett\’s intervention.
The 13F holdings report released by Berkshire Hathaway Holdings on August 15, 2023 shows that its investment portfolio purchased 3 new real estate stocks in the second quarter, 2 of which have been supported so far.
When Buffett intervened, three real estate stocks had experienced considerable gains after the epidemic: Horton Homes (DHI-US) and Lennar Homes (LEN-US) both rose more than 4 times, and NVR (NVR-US) also increased nearly 3 times. times.

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