Fidelity sent a warning letter to S&P 500 fund holders, and a financial advisor on a major podcast confirmed what the fine print actually means for your retirement savings. If you think…
The Vanguard S&P 500 ETF (NYSEARCA:VOO) has been a quiet beneficiary of the 2026 rally, trading near $689 and up 10% year to date after a 31% twelve-month run. VOO remains the…
The Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) closed at around $34, capping a roughly 25% gain over the trailing twelve months and a roughly 5% advance in the past month alone. That…
The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) has 63 holdings, which sounds diversified until you check the weights. Five names carry almost 46% of the fund. The MGK pitch is straightforward exposure…
On a recent Animal Spirits Podcast episode, co-host Ben Carlson summed up the AI capex worry plainly: “If there’s one obvious risk that’s going to cause excesses to happen in a big…
With the VIX sitting near 19 after a sharp pullback from a March spike above 31, and the Fed holding rates steady at 3.75% after cutting 75 basis points over the prior…
The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has a concentration problem that keeps getting worse. The top 10 holdings in a cap-weighted S&P 500 fund now represent a historically outsized share of…
For a while after COVID, the playbook felt simple. If you wanted to beat the S&P 500, you just leaned harder into what was already working. That meant piling into the Magnificent…
There’s an old saying in investing that your portfolio is like a bar of soap. The more you handle it, the smaller it gets. Between bid-ask spreads, commissions, and taxes on realized…
The S&P 500 you own through a standard index fund is not as diversified as it looks. The cap-weighted version of the index hands roughly a third of your money to a…
It’s hard to argue with the results of the S&P Indices Versus Active (SPIVA) study. For those unfamiliar, it compares active fund managers against their benchmark indices, and more often than…
For decades, plain-vanilla index investing was the easiest way to build wealth without losing sleep. The S&P 500 had delivered roughly 10% average annual returns over the long haul, so simply buying…
Rich Duprey While the cap-weighted S&P 500 has spent years handing roughly a third of its weight to a handful of mega-cap tech names, a quieter fund has been delivering comparable long-term returns with…
With all the vicious trading going on in the tech sector, you would think the S&P 500 would be at least halfway to correction territory. And while there have been rather small…
Joey Frenette When investors buy the S&P 500, they assume they’re getting balanced exposure to America’s largest companies. But SPDR S&P 500 ETF Trust (NYSEARCA:SPY) delivers something different: a portfolio where technology commands over…
