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In this video, we dig into one of the biggest misconceptions in the market today. Are investors really diversified when they buy the S&P 500? Spoiler: Probably not. With the “Magnificent 7” making up nearly 40% of SPY, most portfolios today are far more concentrated in Big Tech than investors realize.

We break down what this means for valuations, risk, forward returns, and how to navigate an AI-driven market that may be entering the middle innings of its explosive run.
 

00:20:56

Timestamps:

• 0:00 – Are You Really Diversified in the S&P 500?
• 1:05 – Back on the Wide Moat Show
• 2:30 – The Hidden Concentration Risk in SPY
• 4:50 – Why Mag 7 Valuations Are Becoming a Problem
• 7:10 – REIT Sector Breakdown & Performance
• 9:15 – Tech vs. Real Estate: Has the Money Already Been Made?
• 12:00 – Searching for AI Tailwinds Outside the Mag 7
• 13:00 – Healthcare REITs: 2025’s Quiet Outperformers
• 15:20 – Alexandria (ARE) Valuation & Dividend Cut
• 16:30 – Myrtle Beach Story & Market Lessons
• 17:50 – Introducing Landrush 2026
• 19:20 – What’s Coming Up for the Wide Moat Show
• 20:40 – Closing Thoughts & Happy SWAN Investing

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