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Concentration risk
Posted on 3/7/24 at 12:11 pm
Posted on 3/7/24 at 12:11 pm
Curious what your comfort level of an asset/stock holding being a % of your net worth.
For example, my NVDA holdings currently is about 8% of my net worth. I’ve always thought 10% is the amount you don’t want to exceed. Thoughts?
For example, my NVDA holdings currently is about 8% of my net worth. I’ve always thought 10% is the amount you don’t want to exceed. Thoughts?
4
Posted on 3/7/24 at 1:59 pm to kaaj24
10% seems reasonable.
Also, you can have “dilution” risk with too many holdings.
I’ve always heard 12-15 individual stocks is enough “diversification” as long as they are different industries.
For MFs, some just go with broad based low cost funds.
Also, you can have “dilution” risk with too many holdings.
I’ve always heard 12-15 individual stocks is enough “diversification” as long as they are different industries.
For MFs, some just go with broad based low cost funds.
Posted on 3/7/24 at 4:14 pm to kaaj24
My threshold is 10%. Tesla reached that towards the end of 2021 so I sold 40% of my Tesla holdings (4% of my net worth at the time). Tesla was near its all time high then, so I got lucky.
Now I’m nearing that 10% threshold with my company stock. It really should be 5% because if the company I work for tanks, then I could lose my job as well as the value in its stock. I just can’t bring myself to sell it.
Now I’m nearing that 10% threshold with my company stock. It really should be 5% because if the company I work for tanks, then I could lose my job as well as the value in its stock. I just can’t bring myself to sell it.
Posted on 3/7/24 at 4:17 pm to kaaj24
Is 75% of net worth in bitcoin too risky? Asking for a friend
Posted on 3/7/24 at 8:43 pm to kaaj24
I prefer under 5% and can live with under 10%. Anything over that is a level of risk I’ll never recommend.
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