WEBCASTS
Is the Mag 7 Holding Your Portfolio Back?
The Mag 7 have captured investor imagination, but the S&P 500 has roughly 493 other names in it. How can investors have a more diversified, balanced approach and why should they consider such a strategy?
Join the experts at Defiance ETFs for an educational webcast as they explore the risks of overconcentration.
SUMMARY
Topics covered will include:
- The challenges and potential traps presented by concentration in the Mag 7
- How to think about broad exposure in the US market
- An overview of a strategy that captures diversified performance in the S&P 500
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Sylvia Jablonski
Chief Executive Officer & CIODefiance ETFs
Kirsten Chang
Senior Industry AnalystVettaFi
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