U.S. equity market concentration has increased sharply over the past decade as mega-cap companies have grown faster than the broader large cap universe. Measures such as the effective number of stocks ...

Is your portfolio making a big bet on the Magnificent Seven? Why it matters: Mega-cap names like Nvidia, Alphabet, and Apple belong to the exclusive club that has largely driven US returns higher in ...

Market concentration in the S&P 500 is at historic highs, with top holdings dominating index performance and risk exposure. The index's structure leaves investors heavily exposed to mega-cap ...

Concerns about market concentration and the performance of the Magnificent 7 stocks have become increasingly common in investor conversations. The strong price appreciation of the Mag 7, and tech more ...

On this episode of The Long View, Cullen Roche, founder and chief investment officer of Discipline Funds and head of Orcam Group, discusses sequence-of-returns risk during market concentration, why ...

Nearly 40% of the S&P 500's weight is made up of its 10 largest stocks. If SpaceX, OpenAI, and Anthropic go public, that weighting could jump to 50%. While top-heavy market concentration isn't ...

The S&P 500 has officially turned into a 10-stock story. Just ten companies now control 42% of the index’s total value, breaking every record in modern market history and overtaking the Dot-Com era’s ...