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AI Is Slowly Killing Index Fund Diversification. Here’s How to Prepare Your Portfolio
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South Florida Reporter
By: Editor:Key Takeaways * The 10 largest companies now make up 36% of the S&P 500 and 46% of the Nasdaq-100.
* With this historically high concentration risk, buying traditional S&P 500 funds is no longer a truly balanced approach.
* With this historically high concentration risk, buying traditional S&P 500 funds is no longer a truly balanced approach.
The 10 largest companies in the Nasdaq-100, which holds the 100 largest non-financial companies listed on the Nasdaq exchange, account for 46% of its portfolio.
For example, total market index funds like the Vanguard Total Stock Market Index Fund ETF (VTI) provide access to around 3,500 stocks.