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    Home » You may own more Nvidia than you think, even if you’re diversified

    You may own more Nvidia than you think, even if you’re diversified

    January 7, 2026 Business and Money Vids 2 Mins Read
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    Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast.
    Are your ETFs too concentrated?

    In this episode of Stocks in Translation, Strategas Securities Senior ETF and Technical Strategist Todd Sohn joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss hidden concentration risks in ETFs. Sohn warns that even supposedly diversified portfolios can be heavily weighted toward mega-cap stocks like Nvidia (NVDA). He also explores extreme ETF sentiment, trading ranges in energy, and sector rotation, highlighting the opportunities and risks investors need to watch in 2026.

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