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.

The reality is that for these lucky souls who have benefited from this appreciation and now have a concentrated stock position, there are major tax implications for holding or selling these ...

That record was shattered in June 2020, as a handful of high-fliers started to dominate the post-pandemic stock market. By August 2020 the S&P 500's HHI reached what was then an all-time high of 159.

The current sell-off in the tech sector is a reminder of the risks of a concentrated stock market. The largest 10 stocks account for almost two-fifths of the S&P 500. Such concentration is ...

Entrepreneurs and early investors who enjoy a “liquidity event” when a company goes public have wealth concentrated in the stock of one company. While getting rich often requires this kind of ...

Secondly, the US stock market is still actually less concentrated than the international norm, as Toby Nangle pointed out last year. And, depending on what you look at, US equities are less ...

If you want to invest in the broader market but be less concentrated in the Fateful Eight, one alternative would the Invesco S&P 500 Equal Weight exchange-traded fund (ETF). Once a quarter ...

Our expert who first called NVIDIA in 2009 is predicting 2025 will see a historic AI breakthrough. You can follow him investing $500,000 of his own money on our top AI stocks for free.

With the decade-long runup in equity prices, particularly in the technology sector, it’s not unusual for investors to have a concentrated, appreciated position in a single stock. How can ...

While his plans to rein in sector bets should damp some portfolio-level risks, single-stock risks loom large given the concentrated portfolio. The expected greater allocation to small-cap stocks ...