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Two Stocks Are Driving the Market — Is Your Portfolio at Risk?
Episode 322

Two Stocks Are Driving the Market — Is Your Portfolio at Risk?

Simply Money by Allworth Financial

December 5, 202537m 39s

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Show Notes

On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal a stunning stat: just two companies—Alphabet and Nvidia—are responsible for a third of the S&P 500’s returns this year. If you think you’re diversified just because you own an index fund, think again. They dive into the historical precedent for today’s market concentration, the real risks of overexposure to big tech, and what smart investors should consider instead—including equal-weight ETFs, buffered products, and direct indexing.