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With the top 10 S&P 500 stocks at 39.3% of the index, diversifying has never been more challenging ... or more important.
Join Dividend Informer editor Doug Gerlach for this free educational webinar on equity portfolio building.
Why Attend?
The American Association of Individual Investors (AAII) and BetterInvesting invite you to one of their last joint webinars of the year, continuing our shared mission to empower individual investors.
Even the most “diversified” portfolios may be more concentrated, and more exposed, than you realize. This one-hour session offers a clear framework for building a portfolio that can stand on its own in today’s top-heavy market.
Sam Levine, CFA, CMT, will demonstrate how to use AAII’s tools to assess your portfolio’s concentration risk, evaluate the assets you already own and uncover opportunities beyond the mega-caps, while Doug Gerlach will share BetterInvesting’s approach to building a well-balanced portfolio.
With AAII’s 40+ years of expertise in equity portfolio construction and BetterInvesting’s 75+ years teaching investors how to diversify, this pairing brings a rare, high-level depth of knowledge you won’t find anywhere else.
They’ll also take a hard look at the “expert opinion” industry, from sell-side analyst conflicts of interest to the difference between skill and luck in stock picking, and why media hype and hot stock tips are usually more entertainment than insight.
When?
Join us on Tuesday, September 22, 2026, at 7:30 p.m. Central Time / 8:30 p.m. Eastern Time / 6:30 p.m. Mountain Time / 5:30 p.m. Pacific Time for this free educational presentation.
What You’ll Learn
The importance of assessing how concentrated your current portfolio really is.
How to use screening and analysis tools to find diversification opportunities beyond the largest 10 stocks in the market.
Why applying guidelines for the number of positions as well as size and style tilts is crucial in portfolio construction.
Tips for when to sell and rebalance as well as how to stick to your strategy.
You will have access to all upcoming sessions:
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