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Eric Balchunas, Sonic AI
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Eric Balchunas
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Eric Balchunas
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In an unscientific Twitter poll conducted by Eric Balchunas, two-thirds of S&P 500 investors were against the early inclusion of new IPOs like SpaceX into the index.
Speculative
Eric Balchunas
Jun 4
OpenAI and Anthropic are other large companies that may have initial public offerings later in the year.
Speculative
Eric Balchunas
Jun 4
The Fidelity Contra Fund holds $8 billion worth of pre-IPO SpaceX stock.
Expert perspective
Eric Balchunas
Jun 4
The NASA ETF has seen its value increase by 55% since its launch.
Expert perspective
Eric Balchunas
Jun 4
Major stock indexes are in the process of changing their inclusion rules specifically for the SpaceX IPO and other potential mega-cap IPOs.
Expert perspective
Eric Balchunas
Jun 4
The space ETF category has grown fourfold in assets this year, from approximately $1.2 billion to $5 billion in four to five months.
Expert perspective
Eric Balchunas
Jun 4
Eric Balchunas estimates that after 6-7 months, half of SpaceX's $75 billion IPO float will be absorbed by active and passive funds benchmarked to the S&P 500.
Expert perspective
Eric Balchunas
Jun 4
Elon Musk acquired the stock ticker SPCX from Matt Tuttle for the upcoming SpaceX IPO.
Expert perspective
Eric Balchunas
Jun 4
Historically, a 60/40 stock/bond portfolio held for one month had a 64% chance of producing a positive return.
Expert perspective
Eric Balchunas
May 21
Buffer ETFs have grown to nearly $100 billion in assets under management.
Expert perspective
Eric Balchunas
May 21
Historically, a 60/40 stock/bond portfolio has had a 100% chance of a positive return when held for 10 years.
Expert perspective
Eric Balchunas
May 21
In the United States, 75% of all assets in the financial advisory industry are managed under a fee-based model.
Expert perspective
Eric Balchunas
May 21
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