Over-concentration in a single stock or cryptocurrency position can pose significant risks. This issue is particularly prevalent among employees of major tech companies like Google, Apple, Amazon, and ...

Many investors accumulate concentrated stock positions through company stock options, inheritance or early investments in successful firms. While these holdings can create tremendous wealth, they also ...

New Options Strategy Quantitative Portfolio (QP) is the Latest Solution to Emerge from Envestnet Affiliate QRG's Systematic Approach to Investment Management Advisors can Offer a Personalized Solution ...

Three Anti-Concentration Strategies A Comparison of Two Equal Weight Funds A Comparison of Two Exclusionary Funds A Review of One Mid-Cap Fund Be Mindful of Your Goals When Investing in ...

The shift toward E-mini S&P 500 Equal Weight futures reflects a broader trend among investors seeking to manage concentration ...

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter. US stocks climbed 3% as per the Russell 3000 Index, ...

Even if a management team has currently built a strong competitive advantage in their industry, how can they protect and grow their position against new game-changing challengers that could come from… ...

Ariel Investments, an investment management company, released its “Ariel Small Cap Concentrated Value Strategy” third-quarter 2025 investor letter. US equities continued their rally in the third ...

With so many new funds hitting the market, it’s tough to know where to focus—or which strategies actually have long-term potential. Morningstar Manager Research analysts curate the Morningstar ...

TOPT holds only the 20 largest U.S. stocks with quarterly rebalancing. Three holdings (NVIDIA, Apple, Microsoft) comprise 42% of the fund. The fund charges 0.20% annually versus 0.03% for VOO. VOO ...