Diversification in 2025: Strategies for a Balanced Investment Portfolio
CEO Heather Brilliant, CFA, recently stopped by FINTECH.TV for an episode of Market Movers, discussing concentration risks related to the AI boom and opportunities our team is finding down the cap spectrum today. (5 min video)
S&P 500 Index measures the performance of 500 large companies in the US. Russell 1000 Index measures the performance of roughly 1,000 US large-cap companies. Russell 2000 Index measures the performance of roughly 2,000 US small-cap companies. Index data source: London Stock Exchange Group PLC. See diamond-hill.com/disclosures for a full copy of the disclaimer.
The views expressed are those of the speaker as of October 2025 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.