Sign up to save your podcasts
Or
Share How to Invest in 2026: The S&P 500
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How to Invest in 2026: The S&P 500
The S&P 500 isn't diversified anymore—it's a concentrated bet on 7 tech stocks at historically high valuations. In this video, I break down why normalized P/E ratios suggest negative returns over the next decade, where the market rotation is heading, and how to think about positioning your portfolio for 2026.We'll cover: Why 35% of your "diversified" index sits in just 7 companies. The 7% annual return gap between market cap and equal weight S&P. What the AI spending boom means for Mag 7 margins. The software vs. semiconductor divergence you need to watch. This is broad education, not individualized advice. Seek out a qualified professional for your specific situation.
©2026 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results.No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.
View all episodes
By John Cervantes, CFAThe S&P 500 isn't diversified anymore—it's a concentrated bet on 7 tech stocks at historically high valuations. In this video, I break down why normalized P/E ratios suggest negative returns over the next decade, where the market rotation is heading, and how to think about positioning your portfolio for 2026.We'll cover: Why 35% of your "diversified" index sits in just 7 companies. The 7% annual return gap between market cap and equal weight S&P. What the AI spending boom means for Mag 7 margins. The software vs. semiconductor divergence you need to watch. This is broad education, not individualized advice. Seek out a qualified professional for your specific situation.
©2026 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results.No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.