The top 3 companies of the S&P 500 are 20% of the index.
I think it should be a concern for anyone who has a 100% S&P 500 index fund portfolio.
Only 38% of your portfolio is US large cap, and it's in VTI instead of S&P 500, so the top stocks have a slightly lower weighting. Only the top 3 companies have a weighting greater than 2% in your portfolio, and no single company has a weighting greater than 2.5%.
While the S&P 500 index might have diversification issues at the moment, your portfolio does not have those issues.
I think it should be a concern for anyone who has a 100% S&P 500 index fund portfolio.
Only 38% of your portfolio is US large cap, and it's in VTI instead of S&P 500, so the top stocks have a slightly lower weighting. Only the top 3 companies have a weighting greater than 2% in your portfolio, and no single company has a weighting greater than 2.5%.
While the S&P 500 index might have diversification issues at the moment, your portfolio does not have those issues.
Statistics: Posted by Beensabu — Sat Jul 20, 2024 11:32 am — Replies 4 — Views 328