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drewshannon • yesterday at 8:33 PM • 2 replies • view on HN

I'm guessing this is worse due to the super high valuations of these companies? Mag7 make up like 1/3 of the S&P 500. Even if you buy a low cost index fund with the goal of diversification, your portfolio still includes a lot of this stuff.


Replies

loeg • yesterday at 8:45 PM

Market neutral index fund investment can not be accurately described as fueling a bubble, though. You're neither bullish nor bearish on Mag7 in particular.

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Animats • yesterday at 9:19 PM

Value funds. If you buy stocks that make, like, actual profits, your exposure to AI "tech" is low.

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