Think your S&P 500 index fund holds 500 diverse companies? Think again! Brian Davis and Deni Supplee expose the shocking truth about index fund diversification and why your portfolio might not be as diverse as you believe.
TIMESTAMPS:
0:00 - Introduction
0:42 - The S&P 500 Diversification Myth
1:15 - Top-Heavy Index Funds Explained
2:30 - Solutions for True Diversification
3:45 - Real Estate Investment Options
4:30 - Co-Investing Opportunities
KEY FACTS:
• S&P 500 has diversification equivalent of just 59 companies
• Top 10 companies = 37.6% of index weight
• Bottom 450 companies = 38.3% of index weight
• Apple alone = 7.5% of index weight
DIVERSIFICATION SOLUTIONS:
• Equal-weighted index funds
• Small-cap and mid-cap funds
• Geographic diversification
• Private equity real estate investments
SPECIAL OFFER:
Join our Co-Investing Club - Invest in private equity real estate with just $5,000 minimum!
Email: [email protected]
ABOUT THE HOSTS:
Brian Davis and Deni Supplee, founders of Spark Rental and the Co-Investing Club, are challenging conventional investment wisdom to help you build true portfolio diversity.
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