Home Financial Assets Market Concentration in 2026: Are You Less Diversified Than You Think? Consider Whether To Rebalance
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Market Concentration in 2026: Are You Less Diversified Than You Think? Consider Whether To Rebalance

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Equities: The price of equity securities may rise or fall due to the changes in the broad market or changes in a company’s financial condition, sometimes rapidly or unpredictably. Equity securities are subject to ‘stock market risk’ meaning that stock prices in general may decline over short or extended periods of time.

 

Mutual funds, ETFs, and index funds: When investing in mutual funds or exchange-traded and index funds, please consider the investment objectives, risks, charges, and expenses associated with the funds before investing. You may obtain a fund’s prospectus by contacting your investment professional. The prospectus contains information, which should be carefully read before investing.

 

The Magnificent Seven stocks are a group of influential companies in the U.S. stock market: Alphabet, Amazon, Apple, Meta Platforms, Microsoft, NVIDIA, and Tesla.

 

The Standard and Poor’s 500, or simply the S&P 500, is a capitalization-weighted stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States.

 

The S&P 500 Equal Weight Index is the equal-weight version of the widely-used S&P 500. The index includes the same constituents as the capitalization weighted S&P 500, but each company is allocated a fixed weight – or 0.2% of the index total at each quarterly rebalance.

 

Diversification does not ensure a profit or protect against loss.



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