XLG is suggested for investors wanting exposure to the top 50 stocks in the S&P 500, including more of the Mag 7 and growth names.
Source Post
Stock Market Crash 2026: What to Do From Here
Mark Roussin, CPAApr 15, 2026
The creator discusses the current stock market pullback in 2026, noting that while the S&P 500 is down about 8%, some individual stocks are in bear markets. He emphasizes focusing on high-quality companies with strong balance sheets and free cash flow, especially those trading at reasonable valuations. He suggests that while the market may worsen before improving, opportunities exist for long-term investors to "nibble" into quality names and ETFs.
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Netflix is down 30% from its highs and trading below its deal announcement price, potentially offering a defensive investment opportunity.
AbbVie, a favorite dividend stock, is down 10% since March, suggesting it could be a quality healthcare investment at a better price.
Tesla is mentioned as an exception among quality stocks, implying it does not currently meet the criteria for a good investment based on the discussed metrics.
Meta is now trading below a 20 times multiple, presenting a potentially good opportunity for investors focused on quality.
Nvidia is highlighted as an example of a quality company with a strong balance sheet and significant free cash flow, making it attractive despite market volatility.
Apple is trading at a similar multiple to Microsoft but offers a fraction of the growth, indicating a potential problem.
Microsoft is trading below a 20 times forward earnings multiple, which is considered a reasonable valuation for a quality company.
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