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Tuesday, September 24, 2024

S&P 500: 2024 Additions and Removals

 S & P 500:  2024 Additions and Removals

The S&P 500 index is a barometer for the US Economy and one of the most followed indexes in the world.  At times the S&P 500 goes through a rebalancing of the companies that are included in the index.  

Because the index is weighted based on the market value of the companies, the most valuable companies account for the largest percentage of the index.  Microsoft, Apple and Nvidia accounted for about 20 percent of the S&P 500 as of September 2024.

But before we take a look at the companies added and removed from the S&P 500 Index, first lets review some of the key criteria for inclusion in the S&P 500 as of August 2024:

  • Must be a U.S.-based company.
  • The company satisfies the periodic reporting obligations set forth in the U.S. Securities Exchange Act.
  • Must be listed on a major U.S. stock exchange such as the NYSE, Nasdaq or Cboe.
  • Must have a market capitalization of $18 billion or more.
  • Stock should trade a minimum of 250,000 shares in each of the six months prior to being evaluated for index inclusion.
  • The most recent quarter’s GAAP earnings as well as the sum of the previous four quarters’ GAAP earnings should be positive.


So what are the companies that have been recently added and removed from the S&P 500 in 2024?

S&P 500 Additions in 2024

 

Effective date

Company

Ticker

Sector

Sept. 23, 2024

Palantir Technologies

PLTR

Information Technology

Sept. 23, 2024

Dell Technologies

DELL

Information Technology

Sept. 23, 2024

Erie Indemnity

ERIE

Financials

June 24, 2024

KKR & Co.

KKR

Financials

June 24, 2024

CrowdStrike Holdings

CRWD

Information Technology

June 24, 2024

GoDaddy

GDDY

Information Technology

May 8, 2024

Vistra

VST

Utilities

April 2, 2024

GE Vernova

GEV

Industrials

April 1, 2024

Solventum

SOLV

Health Care

March 18, 2024

Super Micro Computer

SMCI

Information Technology

March 18, 2024

Deckers Outdoor

DECK

Consumer Discretionary

 

S&P 500 Removals in 2024

 

Effective date

Company

Ticker

Sector

Sept. 23, 2024

American Airlines Group

AAL

Industrials

Sept. 23, 2024

Etsy

ETSY

Consumer Discretionary

Sept. 23, 2024

Bio-Rad Laboratories

BIO

Health Care

June 24, 2024

Robert Half

RHI

Industrials

June 24, 2024

Comerica

CMD

Financials

June 24, 2024

Illumina

ILMN

Health Care

May 8, 2024

Pioneer Natural Resources

PXD

Energy

April 3, 2024

V.F. Corp

VFC

Consumer Discretionary

April 3, 2024

Dentsply Sirona

XRAY

Health Care

March 18, 2024

Whirlpool

WHR

Consumer Discretionary

March 18, 2024

Zion Bancorporation

ZION

Financials


Final Thoughts

For a complete listing of the companies included in the S&P 500 Index go to:  https://en.wikipedia.org/wiki/List_of_S%26P_500_companies

Investing in the S&P 500 is a great way to build wealth over time and understanding the company make up of the index is good to know.  We explore the S&P 500 Index further in this blog post:  S&P 500 Index Blog Post


Source Article:  S&P 500 stocks: List of additions and removals in 2024 by Brian Baker, CFA

Saturday, September 21, 2024

 

Festivals and Events in Chicago Area

Fall in Chicago means Fall festivals.  Looking for some fun or a good time then you are in the right place as there are Fall festivals happening all around Chicago in September and October.  Below is a list of several noteworthy festivals and events worth checking out.

Updated:  September 21, 2024

Chicago Summer Events
Chicago Area Events



September and October 2024

Sept. 14 - Oct 30       Sonny Acres Fall Festival - West Chicago

September 20 - 22       Riot Fest Music Festival - Douglas Park, Chicago

Sept 21 - Oct. 27       Pumpkin Daze - Abbey Farms - Aurora

Sept 22 - Oct 31       Jack's Pumpkin Pop-Up (tickets required) - Goose Island, Chicago   


Sept 27 - 29       Oktoberfest Chicago - St. Alphonsus - West Lakeview, Chicago


Sept 27 - Oct. 30    Wicked West Fest - Westmont

October 4 - 5    Naper Settlement Oktoberfest - Naperville

October 4 - 6     Lincoln Park Wine Fest - Lincoln Park, Chicago

October 5        Chicago Beer Fest - Field Museum, Chicago

October 5      Family Fall Festival (starts at 9 AM) - Elmhurst

Oct. 11 - 13     Autumn on the Fox Art and Craft Show - Saint Charles     

Oct. 11 - 13     Scarecrow Fest - Saint Charles

Oct. 12 - 13    Fall Festival at Danada - Wheaton

Oct. 12 - 13    Harvest Pow Wow - Wheaton

October 13      Chicago Marathon - starts near Grant Park, Chicago

October 26     BatFest - Batavia

October 26     Fall Color 5K Run & Walk - Morton Arboretum - Lisle


Final Thoughts

Chicago is great in the Fall.  These events and festivals are just a sampling of the many festivals, concerts, and events in the Chicago area.  


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I am James Bamberger, an experienced long term investor, MBA, PMP, and Certified Scrum Master who enjoys traveling, the outdoors, family, and spending time with my four kids. You will find Information on leadership, journaling, investing, travel, and the outdoors here. Post a comment if you don't find the information you are looking for. We (my oldest daughter and I) are adding new material often.

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