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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 3:32 pm to makersmark1
I’m an ETF index guy but do like to purchase a handful stocks to make life a little fun.
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 5:41 pm to TigerTatorTots
Bitcoin is exception. Go 99% and see what happens.
Posted on 3/7/24 at 5:48 pm to kaaj24
I’m probably in the 10% range on company stock but it’s required and has equity contingent to that share ownership. I wouldn’t want to go much above 10%.
Posted on 3/7/24 at 8:40 pm to kaaj24
quote:I would but my house and cars equity can't be turned into bitcoin and my 401k won't let me buy the ETFs (already tried)
Bitcoin is exception. Go 99% and see what happens.
ETA: Well I guess technically that equity COULD be turned into bitcoin by borrowing against it but I haven't done that. Basically shorting bitcoin now that I think of it
This post was edited on 3/7/24 at 8:42 pm
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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