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In 2018, Hussman, is claiming that 10 stocks account for 122% of the gains in the SP500.

7 months is a short window and I'm not sure that really means anything at all but for 16% of the market cap to create 122% of the SP500 gains seems impressive at first blush.

Fab 5 plus V, MA, NFLX, ADBE and NVDA.

AMZN alone is 36% of SP500 gains.
MSFT(18%), AAPL(15%) and NFLX(15%) round out the top 4 with 84% of the SP500 weighted gains.

Of course the SP500 is only up 5% for the year at the time of the article and I'm holding 5 of the 10 and might try to add MSFT at some point. Naj must be having a nice year as he holds nearly all of them and in size. BRK and WFC are anchors for me -- pos VTraps.
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