Talking Trends

43: Are Your Investments Too Concentrated?


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Yesterday's stock market sell-off presents a nice entry point for us to review our investments.

Are we diversified?

Are we too concentrated in tech stocks or large cap names?

Might we reconsider re-balancing into some other non-US stocks, or different industries or different strategies in general?

Do we have too much invested into the passive buy and hold strategy?

Might it be a good idea to look at other strategies to invest in so we can improve our long-term performance ride?

These questions and more give us good starting points to audit our portfolio and see if there are any simple and practical ways to strengthen it for the long-run.

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Talking TrendsBy Michael Melissinos

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