Be honest. I won’t be mad, but just admit it. You’ve got some SPY in your portfolio. So much in fact you’re probably trying to quickly change the subject from the SPDR S&P 500 ETF Trust (SPY) . I’m not mad. (I’m just disappointed—ha!) We refer to SPY as “America’s ticker for a reason.” It is everywhere . And it’s OK. Really it is. Holding SPY has worked out this year. But we’re now at an inflection point—which is why we are having this conversation. Only three stocks account for 21% of the S&P 500. Apple (AAPL) , Nvidia (NVDA) and Microsoft (MSFT) determine the entire market’s moves!… Read more