Description

Are yesterday’s market champions tomorrow’s winners? History says not likely.

Driving the discussion: Financial advisor Bruce Jenks warns investors against concentrating portfolios in these high-performing stocks, despite the fear of missing out. While these companies benefit from AI-driven productivity gains, past market leaders like ExxonMobil and Chevron have shown that dominance doesn't last forever.

Tune in to learn what simple, proven strategy remains your best defence against market uncertainty.

Important time stamps:

(00:00:42) Intro: Why yesterday’s winners may not be tomorrow’s champions

(00:01:15) The rise of the “Magnificent Seven” and investor FOMO

(00:03:02) Lessons from past market leaders

(00:04:18) How quickly market leadership shifts

(00:06:05) AI-driven gains and the risk of overconcentration

(00:08:27) Diversification explained: reducing risk without sacrificing returns

(00:10:14) US vs NZ market performance over the past five years

(00:13:45) AI opportunities beyond tech

(00:15:22) Why long-term planning beats chasing past performance

(00:17:10) Closing thoughts: discipline, diversification, and clear strategy

The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.

• Bruce Jenks is a Financial Adviser at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance and KiwiSaver solutions.
• The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

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