Скачать или смотреть Is A Total Stock Market Fund like VTI or VTSAX Really Diversified?

Are you relying on Vanguard's Total Stock Market Index Fund (VTI or VTSAX) for your entire portfolio? In this video, Matt Hylland of Arnold & Mote Wealth Management breaks down why "Total Market" funds might be less diversified than you think.

With the top 10 companies now making up nearly 35-40% of market-cap-weighted indexes, owning "everything" often just means owning a lot of Large Cap Tech. We dive into the data to show how VTI performs nearly identically to a standard Large Cap fund, and why adding Small Cap Value, International, and Emerging Markets can provide the true diversification you need.

In this video, we cover:

The "Total Market" Illusion: Why VTI and VTSAX are dominated by just a few mega-cap companies.

VTI vs. Large Cap (VV): Why their performance is almost identical (and why that matters).

The Missing Asset Classes: How Small Cap Value (VBR) and Large Cap Value (VTV) perform differently from the broad market.

The International Gap: Why you shouldn't skip International and Emerging Markets in your portfolio.

Diversification Data: Visualizing the performance differences between asset classes over the last decade.

Key Tickers Discussed:
VTI: Vanguard Total Stock Market ETF
VTSAX: Vanguard Total Stock Market Index Fund Admiral Shares
VV: Vanguard Large-Cap ETF
VTV: Vanguard Value ETF
VB: Vanguard Small-Cap ETF
VBR: Vanguard Small-Cap Value ETF