E96 - Concentration
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E96 - Concentration
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Summary
Episode 96 - Concentration
Investors in the S&P 500 are experiencing the highest levels of concentration in the top 10 stock holdings of the index in this century and beyond. What does this mean for the health and diversification of our portfolios?
In this episode JJ shares his thoughts on why we are seeing these levels of concentration in the US market index and what if any actions you might want to consider in response to this historic moment in investing history.
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