Concentrated Stock: How Much is Too Much?
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Concentrated Stock: How Much is Too Much?
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Holding a winning stock can build tremendous wealth, but when one company becomes too much of your portfolio, it can also create significant risk.
In this episode, we break down concentrated stock positions, why investors become emotionally attached to their biggest winners, and what the historical data says about the risks of owning too much of a single company.
We discuss diversification, behavioral biases, RSUs and inherited stock, and why even great companies don't stay great forever. If a single stock represents a meaningful portion of your wealth, this episode will help you think more clearly about the tradeoff between future upside and protecting what you've already built.
Next episode: How we actually manage concentrated stock positions and which popular strategies we typically avoid.
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com