While investors may look to the vaunted S&P 500 for broad-based equities exposure through associated ETFs like the SPDR S&P 500 ETF Trust (SPY) or Vanguard S&P 500 ETF (VOO), they might be seeking even further diversification that mitigates concentration risk.
Five stocks, PLTR, NRG, STX and HWM, have surged over 60%, powering SPY's climb to all-time highs in 2025.
Warren Buffett's 90/10 portfolio - 90% in S&P 500, 10% in short-term government bonds - offers simplicity, low cost, and historically strong performance. The S&P 500's dominance is justified by its profitability, global revenue exposure, and long-term outperformance of most active funds, though it lacks small-cap and international diversification. Buffett's aggressive equity allocation suits his wife's likely large inheritance and goals, but may not be suitable for retirees with smaller nest eggs due to sequence of returns risk.
![]() SPY 10 months ago Paid | Quarterly | $1.75 Per Share |
![]() SPY 21 Jun 2024 Paid | Quarterly | $1.76 Per Share |
![]() SPY 15 Mar 2024 Paid | Quarterly | $1.59 Per Share |
![]() SPY 15 Dec 2023 Paid | Quarterly | $1.91 Per Share |
![]() SPY 15 Sep 2023 Paid | Quarterly | $1.58 Per Share |
![]() SPY 10 months ago Paid | Quarterly | $1.75 Per Share |
![]() SPY 21 Jun 2024 Paid | Quarterly | $1.76 Per Share |
![]() SPY 15 Mar 2024 Paid | Quarterly | $1.59 Per Share |
![]() SPY 15 Dec 2023 Paid | Quarterly | $1.91 Per Share |
![]() SPY 15 Sep 2023 Paid | Quarterly | $1.58 Per Share |
CXA Exchange | US Country |