S&P 500 - Largest 7 Stocks vs. Rest of Index
Investing heavily in the largest seven U.S. stocks in a portfolio tends to underperform the rest of the S&P 500 index over the long term, potentially leading to a negative alpha.
Image: Ned Davis Research
Investing heavily in the largest seven U.S. stocks in a portfolio tends to underperform the rest of the S&P 500 index over the long term, potentially leading to a negative alpha.
Image: Ned Davis Research