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Mega Trap 2025?

As 2025 gets underway, here are a few facts with potentially unsettling implications. The first is that the top 10 companies in the S&P 500 Index by cap weight account for 37.32% of the overall index.

The Global Shift Towards Clean Energy

We are witnessing a pivotal moment for the fossil fuel industry, historically a cornerstone of global energy. However, the viability of this sector as a sound investment is rapidly diminishing for several compelling reasons.

Section 351 Contributions Webinar

On July 31st, 2024 Stance Capital hosted a webinar on Section 351 Exchanges. The webinar was titled How Equity Investors Can Achieve Tax-free Diversification from Highly-appreciated Listed Securities: Decoding Section 351 Exchanges.

Stance Capital, LLC claims compliance with the Global Investment Performance Standards (GIPS®).

Stance Capital, LLC is a Registered Investment advisor (RIA) with the Securities and Exchange Commission, primarily focused on constructing and bringing to market public equity portfolios that mitigate material risk and generate excess returns while at the same time allowing investors to align their capital with their belief systems.

To obtain a compliant presentation and the firm’s list of composite descriptions, email bdavis@stancecap.com.