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Question

What is a concentrated stock position?

Answer

A concentrated stock position is when a single stock makes up a large percentage of your overall portfolio. There is no universal threshold, but many advisors consider a position concentrated when it represents more than 10% to 15% of your investable assets. The risk is that a single company’s performance — good or bad — has an outsized effect on your financial plan.

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Investment Management Market Commentary Concentrated Stock/Diversification FAQs
Last Updated Nov. 12, 2026
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