VOO: Still Evergreen, But Time To Trim

  • VOO remains a solid evergreen investment for a 10-year horizon, but current elevated valuations and concentration risks warrant caution. While not alarmingly overcrowded, the S&P 500's high P/E and Mag 7 concentration increase the odds of stagnation or correction after a long bull run. VOO's passive approach and resilience make it preferable to riskier funds like QQQ, but now is the time for prudent portfolio rebalancing.