Dear Diary, today I stared at the S&P 500’s 1.2% yield and felt the familiar pang of existential dread. It’s the lowest since 2000, when the Nasdaq was a hot mess and my portfolio was a hot mess. The irony? The same tech giants now dominating the index are the ones making it feel like a ghost town of dividends. How did we get here? Let me unpack this with the clinical detachment of someone who’s already lost 12% of their savings to crypto.
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. But here’s the thing: the S&P 500 isn’t just a portfolio-it’s a cultural artifact. And right now, it’s less of a diversified basket and more of a buffet for the top 20 stocks. Like a dinner party where 48% of the guests are the same two people, and they’re both refusing to share their appetizers.
| Company | % of VOO | Dividend Yield | Weighted Yield |
|---|---|---|---|
| Nvidia | 8.06% | 0.02% | 0.002% |
| Microsoft | 7.37% | 0.62% | 0.046% |
| Apple | 5.76% | 0.44% | 0.025% |
| Amazon | 4.11% | 0% | 0% |
| Alphabet | 3.76% | 0.4% | 0.015% |
| Meta Platforms | 3.12% | 0.26% | 0.008% |
| Broadcom | 2.57% | 0.75% | 0.019% |
| Berkshire Hathaway | 1.61% | 0% | 0% |
| Tesla | 1.61% | 0% | 0% |
| JPMorgan Chase | 1.48% | 1.82% | 0.027% |
| Visa | 1.09% | 0.69% | 0.008% |
| Eli Lilly | 1.08% | 0.83% | 0.009% |
| Netflix | 0.92% | 0% | 0% |
| ExxonMobil | 0.89% | 3.72% | 0.033% |
| Mastercard | 0.85% | 0.64% | 0.005% |
| Walmart | 0.79% | 0.91% | 0.007% |
| Costco Wholesale | 0.78% | 0.51% | 0.004% |
| Oracle | 0.77% | 0.89% | 0.007% |
| Johnson & Johnson | 0.74% | 2.84% | 0.021% |
| Home Depot | 0.62% | 2.28% | 0.014% |
| Sum | 47.98% | N/A | 0.25% |
See? The top 20 stocks are like a group of friends who’ve all decided to stop sharing their snacks. Even ExxonMobil’s 3.72% yield feels like a relic from another era. It’s as if the market is saying, “We’re all in this together… except for the tiny companies, who are just… there.”
But here’s the contrarian twist: this isn’t necessarily a disaster. The S&P 500’s rally isn’t fueled by hype but by actual earnings growth. Nvidia isn’t just a stock; it’s a cultural phenomenon. But let’s not mistake momentum for magic. The P/E ratio is 22.2, which is a 20% premium to its 10-year average. Still, it’s not the dot-com bubble. Not yet. But I’m keeping a close eye on my coffee stash, just in case.
So what’s a girl to do? Diversify, obviously. Allocate some cash to value stocks or ETFs that actually pay dividends. It’s like bringing a backup plan to a party where everyone’s wearing flip-flops. And if I’m being honest? I’ve already started a list of “Dividend-Heavy Stocks to Consider” in my notebook. It’s not glamorous, but it’s practical. And let’s face it, the S&P 500 is a great long-term bet-if you’re okay with being a passenger on a rollercoaster driven by a single seat.
Until next time,
Your (slightly less panicked) Investor
🧠
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2025-08-24 22:14