The theme this week on the Retirement Quick Tips Podcast is: Why Your Stock Portfolio Is More Risky Than You Think

Today, I’m talking about how to find out how concentrated your portfolio is and how this concentration translates to higher portfolio risk as it relates to your individual situation. 

If you’re like most people, especially if a lot of your investments are held in a 401k, you have a mix of several different funds. You might have a large cap growth fund, an S&P 500 index fund, an international fund, and a couple small or mid cap funds. Or you may have everything invested in a target date retirement fund.

When you have a mix of different investments it can be difficult to find out how the combination of your entire portfolio is invested. How much is in just a handful of the largest tech companies? How much do you have invested in tech stocks? Or financials? Or consumer staples? 

What’s your largest holding overall? Is your portfolio more concentrated and more risky than you realize? 

Because I want you to be armed with information, and because I love my loyal listeners, I’m really excited about offering you a free portfolio analysis X ray report. 

Ok, here’s how you can get your free portfolio X Ray report. Send me an email to [email protected]. That’s [email protected]. In your email, list the name of the investment, preferably with it’s ticker symbol, and the $ amount you have invested in the fund. You can send me a list of up to 10 of your top holdings and I’ll send you a portfolio X ray report which will tell you exactly how your portfolio is invested and if there are any red flags with high concentrations. 

All I ask in return is that you leave an honest review of the podcast in Amazon or Apple, and you share the love by sharing this podcast with a friend who is getting close to retirement. 

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance