We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard 500 Index Fund (NASDAQ:VFIAX) ranks 6th on this list.
Vanguard 500 Index Fund (NASDAQ:VFIAX) is an index fund that Graham Stephan has advocated buying in the past few years. The Vanguard 500 Index Fund employs an indexing investment approach designed to track the performance of the Standard & Poor’s 500 Index, a prominent benchmark of US stock market performance that is dominated by the stocks of large US companies. The advisor attempts to replicate the target index by investing all, or substantially all, of the assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
The top holdings in the Vanguard 500 Index Fund (NASDAQ:VFIAX) include companies like NVIDIA Corporation (NASDAQ:NVDA), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), and Alphabet Inc. (NASDAQ:GOOG), among others. These stocks are also very popular among hedge funds. The top holdings in the Vanguard 500 Index Fund (NASDAQ:VFIAX) are concentrated in the technology, financial services, and communication services sectors. These three make up for 35.6%, 11.6%, and 11,2% of the total portfolio. The fund has $1.6 trillion in net assets with a year-to-date daily total return of around 5.7%.
While we acknowledge the potential of VFIAX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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