Episode Details

How much of your portfolio is safe to hold in one individual stock? 

While 5% or 10% is typically recommended, rules of thumb like these are often irrelevant and harmful. The right answer depends upon your specific situation.

James explains the right way to determine how much individual stock you should hold based on your situation.

Questions Answered:
How much is okay to have in an individual stock?
What conditions make owning individual stock acceptable or unacceptable?


Timestamps:
0:00 Intro
2:02 Monica's story
3:30 Individual stocks
5:02 Example 1
7:45 Conditions
10:18 Technicalities
12:37 Example 2
14:34 Emotional implications
16:11 Framework
19:43 Portfolio size
21:49 Time best spent
22:50 Underperforming
25:07 Why diversify?
27:01 Outro

Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!