Craig Toberman shares his thoughts with Lucy Brewster about diversifying your portfolio with investments in the S&P 500 in the article “How to invest in the S&P 500 and get exposure to the biggest and best American companies” at Fortune.
““Not all of the 500 companies are the same size, so an equal-weighted index fund can diversify your portfolio, further giving you more exposure to small companies, and usually more exposure to value companies as well,” explained Craig Toberman, advisor at Toberman Wealth. The Invesco S&P 500 Equal Weight ETF has an expense ratio of .2%. “This adjustment in market exposure may be worth an extra 10-20 basis points in expense ratio in some cases,” Toberman added. ”
If you are interested in discussing more about investment options with Craig Toberman please book a call with him.
Craig Toberman is a St. Louis financial advisor and Partner at Toberman Becker Wealth, a fee-only fiduciary firm specializing in retirement planning. The firm helps individuals and families coordinate their investments, tax planning, and retirement income in one financial plan. Craig and the team provide practical guidance for the transition from building wealth to using it throughout retirement.