#045 The Magnificent Seven are Down to Terrific Two

22/09/2025 11 min Temporada 1 Episodio 45
#045 The Magnificent Seven are Down to Terrific Two

Listen "#045 The Magnificent Seven are Down to Terrific Two"

Episode Synopsis

Is the “Magnificent Seven” still… magnificent? Joe explains why 2025’s market has looked more like a “Terrific Two,” how cap-weighted indexes can hide concentration risk, and why he sticks with globally diversified, factor-tilted portfolios to fund real-life plans.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com