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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk.

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Waterfall Wealth Management: A Strategic Approach

Yardley Wealth Management

Waterfall Wealth vs. Traditional Investment Strategies Traditional investment strategies focus on diversification, risk tolerance, and asset allocation across stocks, bonds, and real estate. Key Differences: Waterfall wealth management prioritizes financial obligations and allocates funds accordingly.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators. And often we’re part of an asset allocation and, you know, we’re, you know, we’re the alpha in the corners, if you will.

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Everything you need to know about NSE IPO

Trade Brains

National Stock Exchange of India Limited is set to launch an IPO through an offer for sale of 11,14,11,970 equity shares, each with a face value of ₹1. The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. The IPO will constitute 22.5%

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 147
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Transcript: Kristen Bitterly Michell

The Big Picture

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: … risk management. BITTERLY MICHELL: Sure. RITHOLTZ: Right.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

Can you build a centralized global sales team? And oh, by the way, your compensation’s gonna be tied to assets raised, which is the first time that had ever happened in my life. The multi-asset platform manages things like offerings that give you inflation, hedging against inflation. This is fantastic.

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