While both approaches offer a way to reduce concentration risk and optimize tax efficiency, they differ in structure and suitability.

FENI is an actively managed ETF investing in large-cap developed market stocks. Click here to read why FENI ETF is a Hold.

AMLP's focus on midstream pipeline operators ensures constant revenues and stability. Read why I'm bullish on the fund.

Nvidia (NASDAQ: NVDA), Apple (NASDAQ: AAPL), and Microsoft (NASDAQ: MSFT) alone make up a combined 19.6% of the S&P 500.

Intech ETFs provide comprehensive U.S. equity exposure via the trusted S&P 1500 ® framework, minimizing gaps and overlap.

CNBC Complimenting concentration risk Posted: February 3, 2025 | Last updated: February 3, 2025 John Davi, Astoria Portfolio Advisors founder & CEO, and Todd Rosenbluth, VettaFi head of research ...

The fortune of Nvidia (NASDAQ: NVDA) is closely tied to Big Tech hyperscalers. Although the AI/GPU designer didn’t name its largest clients in the latest 10-K filing on Wednesday, Nvidia’s “Direct ...

However, knowing that business owners are particularly prone to concentration risk in their daily lives means we must take special care in helping to assemble an investment portfolio that ...

Yet, the company disclosed that most of the business comes from three customers, with one representing over 66% of sales, a level of extreme concentration risk. Discover top-rated stocks from ...

Observers of global markets will have spotted that US concentration risk has been growing. US equities now constitute around 65 per cent of the MSCI All World index, dominated by the magnificent ...