The Zhitong Finance App learned that for diversified fund managers, there is nothing more difficult than managing portfolios that are highly dominated by seven technology companies — all of them are US companies, all with huge market capitalization, and all focus on the same sector of the economy. However, just as the S&P 500 index once again reached an all-time high this week, investors had to face a harsh reality: if they want to keep up with the pace of the market, this largely means being forced to take heavy positions in these stocks.

Zhitongcaijing · 2d ago
The Zhitong Finance App learned that for diversified fund managers, there is nothing more difficult than managing portfolios that are highly dominated by seven technology companies — all of them are US companies, all with huge market capitalization, and all focus on the same sector of the economy. However, just as the S&P 500 index once again reached an all-time high this week, investors had to face a harsh reality: if they want to keep up with the pace of the market, this largely means being forced to take heavy positions in these stocks.