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RSP

RSP

7 tracked calls · 7 long · 0 short · last 90d: 5L/0S
first called by Sparkline Capital 9mo ago
IN TRACKED PORTFOLIOS
Stanley DruckenmillerMIXED
RSPRSPLONG3w ago
“If you're listening to anyone saying that the market is a bubble or that a correction is coming, equal weight S&P is breaking out and is strong despite all the volatility. There is a rotation going on”
Jordi Visser

The equal-weight S&P 500 is breaking out to capture over 50 percent of 2026 earnings growth as the market rotates away from crowded tech momentum trades.

RSPRSPLONG@ $213.43
$210.65-1.30%
since call Jul 5
peak +1.4%
Trade on Robinhood →
RSPRSPLONGPOSITION1mo ago
“My recurring buy is not on the SPIY, it's on the RSP … the equal weighted index would do the opposite, or at least cushion some of the blow”
Thoughtful Money · Chris Irons

Equal-weighted S&P sidesteps the AI/SpaceX concentration risk and cushions the coming blow

RSPRSPLONG@ $214.09
$210.65-1.61%
since call Jun 23
peak +4.2%
Trade on Robinhood →
RSPRSPLONG1mo ago
“with the pullback in energy prices, the breakdown in crude and the seemingly near resolution in the Middle East…”
Thoughtful Money · Jonathan Krinsky

Energy pullback and Middle East de-escalation broaden the rally beyond mega-cap tech, lifting equal-weight RSP.

RSPRSPLONG@ $212.35
$210.65-0.80%
since call Jun 18
peak +3.8%
Trade on Robinhood →
RSPRSPLONG1mo ago
“my only advice would be rotate out of the S P 500 into the S P 500 equal weight or more globally diversified equity portfolio that's not as exposed to 50% technology.”
The Master Investor Podcast

Long the S&P 500 Equal Weight: Investors should rotate into equal-weight indices to protect themselves from the massive 50% technology concentration risk currently threatening the cap-weighted market.

RSPRSPLONG@ $209.69
$210.65+0.46%
since call Jun 9
peak +4.2%
Trade on Robinhood →
RSPRSPLONG2mo ago
“there's been an incredible economic and financial performance concentrated in just a handful of trillion-dollar tech companies … there's just a few companies that are driving the vast majority returns”
TBPN

Record S&P 500 concentration in a few AI mega-caps unwinds; breadth broadens and equal-weight outpaces cap-weight.

RSPRSPLONG@ $205.37
$210.65+2.57%
since call May 8
peak +6.6%
Trade on Robinhood →
RSPRSPLONGPOSITION3mo ago
“we are seeing breadth in the market, and that's a very good thing … that's why I think this rally has legs”
1000x · Avi

Equal-weight S&P, Russell and commodities outperforming, broadening rally has legs

RSPRSPLONG@ $197.49
$210.65+6.67%
since call Apr 22
peak +7.8%
Trade on Robinhood →
RSPRSPLONG9mo ago
“The Magnificent 7 … now comprise over 30% of the S&P 500, a level of concentration exceeding even that of the dot-com bubble”
Sparkline Capital

Record S&P 500 concentration ties the index to AI; an equal-weight basket strips that cluster risk out.

RSPRSPLONG@ $192.35
$210.65+9.51%
since call Oct 23
peak +14.8%
Trade on Robinhood →