Here are the best performing S&P 500 stocks from the first half of 2025
🥇 Palantir $PLTR +78.8%🟢 🥈 NRG Energy $NRG +78.2%🟢 🥉 Howmet $HWM +70.4%🟢 Source: yahoofinance
On April 8, the S&P 500 was down 15% in 2025, the 4th worst start to a year in history.
After one of the greatest comebacks ever, it's now up over 6% YTD and above the average year at this point in time. There is no impossible in markets. Source: Charlie Bilello
Don't forget, FX effect is a very important component in total returns...
As highlighted by Jeroen Blokland, while the SP500 Index is close to a record high in US dollar terms, in euro, the index is down 11% from its peak in February. The euro has reached its highest level since September 2021, which hurts euro-denominated investors. Source: Jeroen Blokland, Bloomberg
This chart from, BNP / EPFR indicates that the strong outperformance of European stocks this year was primarily driven by US investors shifting their investments into Europe.
In contrast, European investors made only modest shifts. Source: HolgerZ
The top 3 country equity ETFs so far in 2025:
1) Poland $EPOL: +54.5% 2) Greece $GREK: +52.2% 3) Austria $EWO: +42.6% Source: Charlie Bilello
Current SP500 bull market vs. history by Grant Hawkridge on X
The S&P 500 is up 72.6% over 678 trading days since the 2022 low, below the average bull market gain of 153.7% over 1,145 days. We’re now in year 3, a phase that’s historically flat and choppy. This bull isn’t young, but it’s not stretched either. History still favors more upside… just not in a straight line.
The GOATs of investing
Annual outperformance vs. sp500 / number of years (track record)
It would be great to see more new all-time-highs at the stock level. It would be great to see more new all-time-highs at the stock level.
Market breadth should confirm market action at the headline level
