It’s Time to Look Beyond the S&P 500

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It’s Time to Look Beyond the S&P 500

Market Updates

07/31/25

In this market update, Jim Gore presents a compelling case for diversifying away from U.S. large-cap stocks. With the S&P 500 more concentrated than ever, we believe the best opportunities may lie in international, emerging markets, and U.S. small-cap companies. By examining historical trends and current valuations, we explain why shifting your focus beyond the top-heavy index could lead to a better long-term outcome.

Written by

James E. Gore, CFA®, CAIA, CMT®

Jim serves as the Chief Investment Officer of THOR, is a Chartered Financial Analyst charter-holder, a Chartered Alternative Investment Analyst, a Chartered Market Technician, a member of the Association for Investment Management and Research and a member of the Cincinnati Society of Financial Analysts.

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It’s Time to Look Beyond the S&P 500