S&P 500 Index Concentration at 50-Year High | What Should Investors Do?
Rob Berger Rob Berger
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 Published On Apr 9, 2024

Today, the top 10 companies in the S&P 500 Index account for more than 33% of the index. That's the largest concentration we've seen in 50 years. In this video we'll cover three things:

1. Just how significant is the concentration?
2. Does it tell us anything about future returns?
3. What, if anything, should we do about the concentration.

Resources mentioned in the video:

Goldman Sachs article: https://www.goldmansachs.com/intellig...
Russell Investments article: https://russellinvestments.com/us/blo...
S&P Global Study: https://www.spglobal.com/spdji/en/doc...

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While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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