#045 The Magnificent Seven are Down to Terrific Two

Update: 2025-09-22

Description

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

Comments

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#045 The Magnificent Seven are Down to Terrific Two

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#045 The Magnificent Seven are Down to Terrific Two

Joe DeLisi

#045 The Magnificent Seven are Down to Terrific Two