Usman Kabir
2 min read
We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard Total Stock Market Index Fund ETF Shares (NYSE:VTI) ranks 8th on this list.
Graham Stephan is a big proponent of investing in funds like Vanguard Total Stock Market Index Fund ETF Shares (NYSE:VTI). He believes they lower the risk profile of the portfolio. The Vanguard Total Stock Market Index Fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents 100% of the investable US stock market. The Vanguard Total Stock Market Index Fund usually invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in the stocks that make up the target index.
The top holdings in the Vanguard Total Stock Market Index Fund ETF Shares (NYSE:VTI) include giants 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 Total Stock Market Index Fund are concentrated in the technology, financial services, and communication services sectors. These three make up for 33.5%, 11.9%, and 10.3% of the total portfolio. The fund has $2.2 trillion in net assets with a year-to-date daily total return of around 8.4%.
While we acknowledge the potential of VTI 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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