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

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. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff.

Learn more about your ad choices. Visit megaphone.fm/adchoices