Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up? Alphinity’s global portfolio manager Mary Manning shares her thoughts on: why Nividia's price to earnings ratio has actually fallen, despite its rise which of the globe's hugest stocks can really continue to grow whether China is cheap enough at current prices, and where to look for real growth in your portfolio You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.