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Indices· May 13, 2026 at 06:24 AM

Howard Marks Warned Me About S&P 500 Valuations: I Ignored Him and My Portfolio Doubled

Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
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AI summary

On a recent episode of My First Million, Sam Parr told his co-host Shaan Puri that he keeps 80% of his portfolio in the S&P 500, which would not be remarkable except for who told him not to. Howard Marks, the Oaktree co-founder whose memos move money around the world, had sat in that same ... Howard Marks Warned Me About S&P 500 Valuations: I Ignored Him and My Portfolio Doubled

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