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Kiplinger
Kiplinger
Business
Robert Gorman

For a Concentrated Stock Position, Ask Your Adviser This

Businessman balances stacked coins with finger on wooden seesaw over reflective desk.

Market volatility, inflation and the pandemic have all amplified the need for investors to mitigate portfolio risks. Amid these factors, it’s vital to evaluate whether a disproportionately large portion of your portfolio is invested in any single stock — also known as a concentrated stock position.

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