Most economic news continues to point to things not looking great – including a 2nd quarter contraction of US GDP by an annual rate of 32.9%. However, the stock market still seems to have some positive moves. What’s behind the majority of the returns in the public stock market? Tech companies like Apple, Microsoft, and Google. In fact, the disparity in the S&P 500 is from the 5 largest companies, which have accounted for all the growth, but the remaining 495 have been producing negative returns. 

Does that mean now is the time to invest in these companies? In this episode, Brandon & Erik discuss this and more including:

What is contributing to the majority of returns in the US stock market?If the 5 biggest companies are driving all growth in the S&P 500, why even consider investing in the other 495 companies – let alone international options?What are the risks of investing in individual equities if I’m trying to grow wealth in a long-term, risk-adjusted way?Is there ever a situation where you might recommend taking concentrated risk? Where would an investor have the best change of growing wealth through concentrated investments?