Episode 98: Investment Friday - What Does a Balanced Portfolio Look Like? A Closer Look at Large Cap Influence on the Market

The Magnificent 8 stocks that had been doing the majority of growth in the market last have now dwindled into the Fabulous 4. How influential are these companies on your returns and how can you make sure that your portfolio is diversified so that you don't take a hit when these stocks peak and start to dip? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about a variety of strategies that can help create a most stable portfolio. Tune in to learn: Why fewer stocks are leading market growth How the Fab 4 influence the rest of the market - for better or for worse! What if the leading tech (AI) companies start to drop? Why volatility is normal and to be expected Should I sell a stock if it's not growing fast enough? Can I just invest in an index fund? Equal vs weighted indices We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode. Connect with Brad here: Website: www.juncturewealth.com Connect with Hannah here: X² Wealth Planning Website: https://x2wealthplanning.com/ Instagram: https://www.instagram.com/hannah.chapman.cfp Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/ LinkedIn: https://www.linkedin.com/in/hannahrchapman/ Expansive CEO Website: https://expansiveceo.com/freegift