Your Life Simplified

Mitigating Concentration Risk

December 12, 2024

In this episode, Michael MacKelvie, wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio and shares actionable strategies to help you achieve the right balance between growth and protection. He’ll share valuable insights into the risks of putting too much weight on a single investment or sector, how diversification can enhance long-term financial stability and practical tips to assess and adjust your portfolio.

Contact Us