This Love Is A One-Way Street
- Diversification is the “Golden Rule” of investing, and investors must remain diversified across asset classes, geographies, sectors, and styles.
- Investors often over-allocate a portfolio to a single stock because they either cannot
sell or choose not to sell, which creates a tremendous amount of risk.
- Concentrated holdings should be avoided at all costs because the risk they pose is far
greater than any potential reward.
The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.