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Investing - Theory, News & General • Allan Roth & Concentrated Market Cap w s/o to McQ!

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Because this needs to be phrased in the form of a question:

How cool is it that Allen Roth references Boglehead contributor McQ as part of his dissection of the effect of stock market concentration?

https://www.advisorperspectives.com/art ... ncentrated

tl;dr: "Conclusion: Though I’m quite concerned about the high concentration of a handful of stocks, that doesn’t mean I think I’m smarter than the market. Taylor’s work is fascinating. That said, I don’t agree with ignoring the thousands of stocks that aren’t in the S&P 500. Thus, a total stock index fund and a total international stock index fund reduces some of this concentration risk, though both have underperformed large-cap U.S. funds."

[Typo in title - Allan not Allen corrected - moderator Kendall]

Statistics: Posted by id0ntkn0wjack — Mon Aug 19, 2024 11:00 am — Replies 1 — Views 119



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