It's been 50 years since we've seen this in the S&P 500

A lot of investors have large positions in S&P 500 index funds or in mutual funds that use the S&P 500 as a benchmark. The top 10 largest stocks currently make up one third of your investment in an S&P index fund.  We haven't seen that kind of stock concentration in the index since 1973. 

In this video, Dustin with Mundorf Wealth Management explains to Erin Kennedy why this trend is likely unsustainable and what that may mean as the trend reversal plays out. To manage the potential volatility that could come with a change in the leading stocks, Dustin recommends you:  

-Reduce concentration

-Consider Hedged Equity or Buffered ETFs

-Consider Structured Notes

If you would like to take a deep dive into your portfolio to make sure you're properly diversified and not too concentrated in a few stocks, please feel free to reach out to Dustin. Just text or call the number on the website, or book a free chat by visiting www.LongLiveMyMoney.com

#MarketTrends #MarketVolatility #Stocks #WealthManagement