Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)Date: 4/20/2026Podcast: Capital Allocators – Inside th...Capital Allocators – Inside the Institutional Investment Industry↗Barbell SummaryShow NotesShare episodeInsightsTranscriptSegmentsPlay episodeChatChat with transcriptBearish:$SPY - S&P 500 is too concentrated and should not be used as a benchmark or portfolio due to overexposure to just 7 companies making up 30% of the index.“30% of the S and P 500 is made up by seven companies. The S and P 500 should not be your benchmark nor your portfolio. If you do that, you are exposed only to us large cap companies, 500.”Rodney·0:29Search across episodes