Craig Toberman Featured on etf.com Discussing Hidden Risks in Your Portfolio
Craig Toberman breaks down the dangers of concentration risk in his latest feature on etf.com, “AI-Driven Market Selloff Shines Light on Concentration Risk.”
He explains how abrupt selloffs—like Nvidia’s recent plunge—create ripple effects across the market. Many investors don’t realize how a handful of high-performing stocks can disproportionately sway market-cap-weighted indexes, making portfolios far less diversified than they seem.
“The cap-weighting is concerning, so we recommend not putting everything into the S&P 500 and instead using a well-diversified global index as the core of a portfolio,” said Craig Toberman, partner at St. Louis, Missouri-based advisory firm Toberman Becker Wealth.
According to a recent Goldman Sachs research insight, the top 10 stocks in the S&P 500 index account for over 35% of the total market capitalization. Want to protect your investments from concentration risk? Book a call with our team today.
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Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.