EPISODE · Oct 22, 2025 · 35 MIN
Magnificent Seven: are index funds too tech concentrated?
from Mouthy Money: Building wealth with long term investing and saving strategies · host Mouthy Money | UK finance podcast on building wealth
Are index-tracking passive funds too concentrated on US tech? Fears are rising that, thanks to the wild success of the so-called ‘Magnificent Seven’ tech stocks, investors in passive index funds are becoming over-exposed to a small number of equities.We’re joined by Mohneet Dhir, co-founder of advice firm &together and former Vanguard Lifestrategy fund manager, to look at whether market concentration is a real concern and if investors can pick active funds to avoid the problem. Let us know in the comments what you think of the market concentration issue. Has it changed your investing plans? SHOW NOTESYou can find more about Mohneet and &together here:https://and-together.co.uk/about-us/Chapters00:00 Introduction to Investment Strategies02:57 Understanding Fund Management and Antogether05:26 The Passive vs Active Investment Debate11:02 Exploring Vanguard's Life Strategy Funds16:28 Market Concentration and Its Implications22:20 The Role of Fund Managers and Investment Selection27:25 Navigating Investment Choices and DiversificationCONNECT WITH USThank you for watching our video! If you enjoyed this, please give it a LIKE, SHARE it with your friends, and SUBSCRIBE to our channel for more about MONEY!Discover more at https://www.mouthymoney.co.uk/ and subscribe to our weekly newsletter too.Have questions or suggestions? Drop them in the comments below - we’d love to hear from you! Contact us at [email protected] DISCLAIMERThis video is produced for general informational purposes only. It should not be construed as investment, legal, tax, mortgage or other forms of financial advice. If in any doubt about the themes expressed, consider consulting with a regulated financial professional for your own personal situation. Past performance is no guarantee of future results. Investments can go down as well as up and you may get back less than you started with. Investments are speculative and can be affected by volatility. Never invest more than you can afford to lose. For more information visit www.fca.org.uk/investsmartPlease note, video captions are auto-generated and may not be 100% accurate.
What this episode covers
Are index-tracking passive funds too concentrated on US tech? Fears are rising that, thanks to the wild success of the so-called ‘Magnificent Seven’ tech stocks, investors in passive index funds are becoming over-exposed to a small number of equities.We’re joined by Mohneet Dhir, co-founder of advice firm &together and former Vanguard Lifestrategy fund manager, to look at whether market concentration is a real concern and if investors can pick active funds to avoid the problem. Let us know in the comments what you think of the market concentration issue. Has it changed your investing plans? SHOW NOTESYou can find more about Mohneet and &together here:https://and-together.co.uk/about-us/Chapters00:00 Introduction to Investment Strategies02:57 Understanding Fund Management and Antogether05:26 The Passive vs Active Investment Debate11:02 Exploring Vanguard's Life Strategy Funds16:28 Market Concentration and Its Implications22:20 The Role of Fund Managers and Investment Selection27:25 Navigating Investment Choices and DiversificationCONNECT WITH USThank you for watching our video! If you enjoyed this, please give it a LIKE, SHARE it with your friends, and SUBSCRIBE to our channel for more about MONEY!Discover more at https://www.mouthymoney.co.uk/ and subscribe to our weekly newsletter too.Have questions or suggestions? Drop them in the comments below - we’d love to hear from you! Contact us at [email protected] DISCLAIMERThis video is produced for general informational purposes only. It should not be construed as investment, legal, tax, mortgage or other forms of financial advice. If in any doubt about the themes expressed, consider consulting with a regulated financial professional for your own personal situation. Past performance is no guarantee of future results. Investments can go down as well as up and you may get back less than you started with. Investments are speculative and can be affected by volatility. Never invest more than you can afford to lose. For more information visit www.fca.org.uk/investsmartPlease note, video captions are auto-generated and may not be 100% accurate.
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Magnificent Seven: are index funds too tech concentrated?
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