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Examples of Concentration Risk

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Manage episode 322750005 series 2915408
Content provided by Savvy Doc Financial Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Savvy Doc Financial Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you have stock options that have grown to be a large position of your portfolio? Are you consolodated in a few investments? In this episode of Steve's Stock Stories, Steve Wolff and Greg Carroll, CFP® discuss a couple examples of concentration risk and some misconceptions about this type of riskl. Within 15 minutes, learn about what concentration risk is, how it can occur, and how diversification may minimize some of this risk.

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40 episodes

Artwork
iconShare
 
Manage episode 322750005 series 2915408
Content provided by Savvy Doc Financial Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Savvy Doc Financial Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you have stock options that have grown to be a large position of your portfolio? Are you consolodated in a few investments? In this episode of Steve's Stock Stories, Steve Wolff and Greg Carroll, CFP® discuss a couple examples of concentration risk and some misconceptions about this type of riskl. Within 15 minutes, learn about what concentration risk is, how it can occur, and how diversification may minimize some of this risk.

Schedule a Discovery Call

GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING ON BREAD AND WATER

Here’s an amazing book you can read in a couple hours to start taking control of your money without living on bread and water

Claim your free book, “The 9 Money Mistakes” Doctors Make” and quickly discover how to get smart control of your money and your life.

Click Here to receive your copy.

FREE Webinar: How Doctors Can Reduce Their Taxes

Get your free webinar: Click Here

  continue reading

40 episodes

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