Reduce Concentrated Positions Through Personalized Indexing
August 02, 2023 at 17:05 PM EDT
There are several different reasons why an investor has developed concentrated positions within their portfolio. Maybe they received stock options as part of their compensation. Or maybe they were an early investor in a company that’s seen substantial growth. Or they were gifted shares of stock. Regardless of how the overconcentration happened, it can pose [...] The post Reduce Concentrated Positions Through Personalized Indexing appeared first on ETF Trends .