'VOO and chill:' Why this popular investment strategy may be losing its appeal — even with stocks at all-time highs

Core Insights - Investors are seeking diversification beyond popular ETFs tied to market indexes, indicating a shift in investment strategy [1] - The S&P 500 index is experiencing an imbalance, with technology stocks now comprising over 35% of the index, while defensive sectors have dropped to a record low of 19% [2] - There is a growing interest in small-cap stocks, as evidenced by the Russell 2000 reaching an all-time high and outperforming the S&P 500 with a 28% increase over the past six months [3] Group 1 - Filmore notes that many clients are dissatisfied with the traditional "VOO and chill" approach and are looking for more diversified investment options [1] - Sohn describes the current state of the S&P 500 as an "imbalance," highlighting the dominance of technology stocks [2] - The Russell 2000 index has recently hit a milestone, indicating a resurgence in small-cap stock interest [3] Group 2 - There is speculation that investors are broadening their portfolios outside of large-cap stocks, particularly in technology and AI sectors [4] - Upcoming earnings reports from major tech companies, referred to as the "Magnificent 7," are anticipated to draw significant attention on Wall Street [4]