What to do with a Concentrated Portfolio

What to do with a Concentrated Portfolio 2018-04-13T13:27:06+00:00

Project Description

Investors often hold on to concentrated stock positions due to tax implications, loyalty and continued involvement. Reviews the risks of a concentrated portfolio without any compensating benefit and examines the balancing of risk and opportunity by selling at least part of the concentrated position and investing the proceeds in a diversified portfolio.

Image Icon for PDF download

Leave A Comment