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What qualifies a stock as a MAXLIST (index/fund owned?)

Questions › Category: Questions › What qualifies a stock as a MAXLIST (index/fund owned?)
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livefire717 asked 3 years ago

Hi Pat and Owen,
I have heard you mention that there are certain stocks that indexes or funds must own or these managers get fired, such as AAPL.
How is the requirement determined for those indexes or funds to hold them? For instance, would other stocks like SQ, ETSY, PINS, NIO, etc qualify?(why or why not?)
Is there a current list of (top 20) that are considered MAX LIST stocks which would be found in the biggest portfolios?
Thank you!
Steven

2 Answers
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Avatar photoOwen Staff answered 3 years ago
Hi Steven, I'm sure Pat will make a video for you on this, but in the meantime you can find more info on the MAXLIST here: MAXLIST Clicking on that MAXLIST image will take you here: https://missionwinners.com/maxlist-post/
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Avatar photoOwen Staff answered 3 years ago

Hi Steven,
Pat made this video for you:
https://youtu.be/6wl9bnntx58