The right answer depends on your overall financial plan, risk tolerance, and investment time horizon — not on the stock’s recent price movement alone. A large price decline does not automatically make an investment attractive. The more important questions are whether the current valuation reflects the company’s long-term business prospects, and whether adding a concentrated position in a single company aligns with your broader goals. Mercer Advisors’ approach favors gaining exposure to companies like SpaceX systematically through diversified index ownership rather than through direct, concentrated positions. We encourage you to contact your wealth advisor before making any changes to your portfolio.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
