From Envestnet PMC: A Look at Diversification Pros and Cons for 2023
Diversification Scorecard Q4 2023
“In the year of the magnificent-7 stocks leading the charge higher for equities, it has been challenging to champion the benefits of diversification. High growth tech and AI-fueled exuberance helped to power this hyper-concentrated list of stocks up 107% in 2023, often leading many who track the S&P 500 Index wondering, “What about the other 493 stocks? What about other asset classes outside of large cap growth? Does diversification still matter?” Click below to check out this quarter’s diversification scorecard.”
Click here to review Envestnet PMC’s Diversification Scorecard
TC139722(0224)1
Advisory Solutions
Were diversified investors happy with the fourth quarter of 2023?
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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.
Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.
The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.
ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.
Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.
Third party articles are for information only and have not been reviewed or approved for use with consumers
For Registered Representative Use Only – Not For Use With The Public
TC100395(0318)P | Privacy and Legal Information
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