No. of Recommendations: 1
“ As of April 30, 2026, S&P Dow Jones Indices is consulting on major rule changes to accelerate the inclusion of large, newly public companies (such as SpaceX, Anthropic, and OpenAI) into the S&P 500. Proposed changes include reducing the required public listing time from 12 months to 6 months and potentially waiving profitability requirements for "mega-cap" companies.Proposed New Requirements (Under Consultation)Seasoning Period: Reducing the time a company must be public from 12 months to 6 months.Profitability/Liquidity: Considering the removal of these requirements for large-cap firms.Target: Specifically designed for "mega-cap" companies—defined as those with market caps similar to the top 100 in the S&P Total Market Index (roughly \(\ge \) $112 billion), according to a Yahoo Finance report.Current 2025-2026 Requirements for InclusionDomicile: Must be a U.S. company.Market Cap: As of July 2025, a minimum unadjusted market capitalization of at least $22.7 billion.Listing: Listed on a major U.S. exchange (NYSE or NASDAQ).Liquidity: High trading volume (minimum of 250,000 shares in each of the six months prior to evaluation).“. In view of these potential rule changes did it occur to Becky or any questioner to ask Buffett his current thoughts with respect to any retired investor being overweight spy, going forward? In view of these potential rule changes and spy concentration in mag 8 type stocks has Buffett changed his thinking? For investors who are already rich would brkb yielding a bit below 1 percent be a compelling value vs spy for more conservative investors who do not want that over exposure to tech? How does Buffett feel about adding hot IPOs to the indexes in reduced time? This is now so compelling and so obvious that if Marc or someone at Brk called me today, and said stop wasting your time, Brk will not declare a div prior to 2030, they could save us all a lot of time and energy. Thank you for your attention to this matter. :)
