The S&P 500 Is No Longer The Low-Risk Bet On America

Curonian Research
1.14K Followers
(8min)

Summary

  • U.S. stocks, particularly the S&P 500, have outperformed, but high valuations and tech sector concentration pose risks for risk-averse investors.
  • Market timing is ineffective, but diversification remains crucial.
  • The broader Tech sector now comprises ~40% of the S&P 500. This concentration increases the risk and volatility of S&P 500 ETFs.
  • Consider reallocating to less tech-exposed index funds or value-style ETFs to diversify and mitigate risks while maintaining market exposure.

Symbolic representations of good and evil AI morality

J Studios

U.S. stocks have outperformed all the other developed markets over the last decade by quite a margin, with the S&P 500 (NYSEARCA:SPY, IVV, VOO) delivering an annualized total return of ~13.3%.

The S&P 500 is the most popular stock market

This article was written by

1.14K Followers
Building my low-risk passive income nest egg. Hate gambling and losing my hard-earned cash! Pursuing ~12% average annual returns while taking on the least amount of risk. Consistency over volatility. 10+ years of professional equity research experience covering growing cash-generative companies operating in developed industries and corporate workout situations. Focus my research on risk factors rather than growth opportunities. I would call myself a contrarian risk-averse investor. I am an avid reader and my favorite investors are Warren Buffett and Howard Marks. I am an Economics graduate from the University of London with First Class Honors

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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