You’ve heard the term “diversification” countless times—but are you actually doing it right? As the financial landscape continues to evolve, understanding how to properly diversify your investment portfolio is more crucial than ever. In this episode, we’re going to get into the investing fundamentals we consistently stick to in order to help achieve the highest probability of success.
Michael explains how most portfolios are unintentionally overloaded with U.S. large-cap tech stocks and why this can be risky during market shifts. He shares a clear framework for diversification that includes tilting toward proven performance factors: small-cap, value, and profitable companies. Plus, you’ll learn why owning the full asset class—not just picking stocks—is critical for capturing long-term returns.
Here’s some of what we discuss in this episode:
Diversification ≠ Just owning a few different stocks
Most portfolios are too heavily tilted toward large-cap tech
Own the full asset class—don’t try to pick winners
Rebalance regularly to reduce risk & stay disciplined
Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.
