Examining How Much Our Wealth Is Intertwined
with The Performance—and Risks—of A Handful of Companies Including Apple, Amazon,
Microsoft, Tesla & Others
Through this research, we aim to arm advisors, planners, and investors with a deeper understanding of the role Mega Cap Stocks play, and to provide insights which can facilitate meaningful conversations about the companies that are truly driving risk and reward in their portfolios.
Our findings uncover the realities of betting big on Mega Cap Stocks, as well as the benefits and drawbacks of pushing more chips into these high-performing, but relatively risky, names.