AAII + BetterInvesting: Portfolio Construction in a Top-Heavy Market
Presented by the American Association of Individual Investors (AAII) and BetterInvesting
With the 10 largest S&P 500 stocks now making up 39.3% of the index, building a genuinely diversified equity portfolio has never been more challenging ... or more important.
Join us for our upcoming webinar where AAII's Sam Levine, CFA, CMT, and BetterInvesting's Doug Gerlach will show you how to assess your portfolio's concentration risk and build a genuinely diversified strategy beyond the mega-caps.
Join us on Tuesday, September 22, 2026, at 7:30 p.m. Central Time / 8:30 p.m. Eastern Time / 6:30 p.m. Mountain Time / 5:30 p.m. Pacific Time.
Why Attend?
The American Association of Individual Investors (AAII) and BetterInvesting invite you to one of their last joint webinars of the year, continuing our shared mission to empower individual investors.
Even the most “diversified” portfolios may be more concentrated, and more exposed, than you realize. This one-hour session offers a clear framework for building a portfolio that can stand on its own in today’s top-heavy market.
Levine will demonstrate how to use AAII’s tools to assess your portfolio’s concentration risk, evaluate the assets you already own and uncover opportunities beyond the mega-caps, while Gerlach will share BetterInvesting’s approach to building a well-balanced portfolio.
With AAII’s 40+ years of expertise in equity portfolio construction and BetterInvesting’s 75+ years teaching investors how to diversify, this pairing brings a rare, high-level depth of knowledge you won’t find anywhere else.
💡 What You'll Learn
The importance of assessing how concentrated your current portfolio really is
How to use screening and analysis tools to find diversification opportunities beyond the largest 10 stocks in the market
Why applying guidelines for the number of positions as well as size and style tilts is crucial in portfolio construction
Tips for when to sell and rebalance as well as how to stick to your strategy
Sam Levine is a financial analyst at AAII, the lead editor of the VMQ Stocks and Growth Investing model portfolios, as well as a contributor to the AAII Journal. He brings more than 30 years of experience as an investment broker, adviser, portfolio manager, educator and investing writer. Levine holds both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations and is a member of the CFA Institute and the CMT Association. Learn more.
Doug Gerlach
ICLUBcentral Inc., President
President of ICLUBcentral Inc. and a leading expert on investing education, Doug Gerlach has more than 25 years of experience helping individuals and investment clubs make smarter investing decisions. He is the author of six financial books and editor-in-chief of three stock newsletters—Investor Advisory Service, SmallCap Informer and Dividend Informer. A sought-after speaker known for his clarity and energy, Gerlach has taught thousands of investors across the U.S. and beyond. Learn more.
Visit our Webinars page for more information on upcoming events and to watch previous events.
We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith and we accept no liability for any errors or omissions. The full disclaimer can be read here.
