Sentences with phrase «concentration in a single stock»

Ben shares some ideas on options for investors who are sitting on large gains in their portfolio, with a focus on position sizing (rebalance when something gets larger than your targeted asset allocation), avoiding concentration in a single stock (specifically employer granted stocks), the benefits of diversification, and «reverse dollar cost averaging», whereby you gradually reduce your stake in highly valued equity by regular sales over a course of several months.

Concentration in single stocks is high with the top 3 holdings typically accounting for 50 % or more of fund assets.

Not exact matches

Single - stock concentration goes against every bone in AQR.

As a form of risk control, the portfolio construction process is designed to penalize high volatility in stocks and avoid excessive concentration in single sectors of the market.

«FTSE Russell has designed its Russell Dividend Growth Index Series to select stocks that have demonstrated consistent increases in dividend payments while screening against too much concentration in single securities or sectors.

It's really a question of concentration: would you prefer to have big stock exposure to a single industry that is generally safe, or a diversified mix of bonds from companies in various industries that may be slightly riskier in the aggregate?

Yes, it's a complex system, but in terms of the ability of the ecosphere to support the current stock of living beings, I think the system is pretty simple and can easily be monitored through observations of a single measure: the concentration of CO2 in the atmosphere.