The S&P 500s 10 stocks now make up almost 40% of its market value. That's the highest since the early 1970s. At the time people think the Federal Reserve will keep interest rates between 3.50% and 3.75% for the rest of 2026.
The economy is slowing down. The AI story seems to be getting a bit old. So how are you changing your plan for US stocks and ETFs?
Here are my options:
* Sticking with ETFs like SPY and IVV even though they have a lot of concentration risk
* Moving to equal-weight ETFs like RSP or funds focused on areas like healthcare (VHT) or energy (VDE)
* Picking stocks to deal with the growing differences among the big seven tech stocks and the rest of the market
With the new bStocks feature, on BNB Chain that lets users turn their stock holdings into tokens would that change how you manage your portfolio or rebalance between crypto and traditional assets? I'm interested to hear your thoughts and any specific ETFs or strategies you're using now.