Concentrated Stock Comprehensive Guide eBook PDF version - Page 4

1. Diversify & Monetize

Why Diversification is Important

The reality is that a concentrated stock position does not typically outperform the market. We provide the analysis to help determine your options.

The Risks of Concentrated Stock

Because of these potential risks, individual stocks are much more volatile than a diversified portfolio.

Therefore, it is critical to manage ”the unexpected” that is inherent with concentrated positions to protect your portfolio and financial future.

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