Josh Stevens explains the risks of passive indices concentrated in the Mag 7 and makes the case for active, dividend-focused investing. He highlights undervalued names like Verizon (VZ) and outlines a screening approach centered on dividend growth and value. Stevens also breaks down the CVSM ETF, pointing to holdings such as Sensata Technologies (ST), Lear (LEA), Dynatrace (DT), and BorgWarner (BWA) driving performance.