🔥 Defensive stock interest is at its lowest level in decades. The whole world is caught up in the AI frenzy.

📌 The defensive stock segment has never been ignored like it is right now:
- The Healthcare sector currently makes up only 8.3% of the S&P 500’s market capitalization—the lowest since 1994.
- This share has fallen by about -50% since 2022.
At the peak of the Dot-Com bubble in 2000, healthcare still accounted for roughly 9% of the index’s value. That means the market is now valuing the defensive sector even lower than during the most extreme tech boom period in history.
📌 Consumer staples, healthcare, and utilities combined now also account for only about 15% of the S&P 500’s market capitalization—the lowest since the 1970s.
From 2022 to today, the defensive segment’s share has dropped by 12 percentage points, a decline even sharper than during the Dot-Com period.
⚡️ Who still wants to receive stable dividends when semiconductor and memory chip stocks have surged dozens of times over the past 2 years?