⚠️🇺🇸#stocks #tech #us #diversification
many of the largest US investment funds are being blocked from buying more shares in popular tech stocks due to diversification rules — FT

*mutual funds are restricted from allocating over 25% of their assets to large holdings, defined as stocks representing more than 5% of the fund's portfolio at the time of investment

❗️🇺🇸#stocks #tech #us #macro #diversification
JPMorgan: the weight of the top 10 stocks (out of these, 8 are tech giants) in the SP500 = historical record

... however, the income is falling behind #earnings