The Perfect Asset Allocation
The Irrelevant Investor
APRIL 13, 2016
Although constructing a portfolio has never been cheaper, it has also never been as confusing. The five largest stocks in the Russell 1000- Apple, Microsoft, Exxon, Johnson & Johnson, Microsoft and General Electric- are bigger than the entire Russell 2000. If Seadrill went up 40 percent, it would push the index up 0.004 percent.
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