Landmark Wealth Management Group

Landmark Wealth Management Group


Concentrated Investments (Ep.8)

October 26, 2022

What is a concentrated investment? Do you have any?


In this episode, Tom Selbo discusses the problem of having a concentrated investment position and why oftentimes why people don’t consciously choose to. He also explains some common pitfalls when it comes to stocks and real estate. 


Tom discusses:


  • A definition of a common concentrated investment
  • What’s so bad about having one concentrated position
  • Two strategies for approaching a concentrated investment position
  • And more

Connect With Tom Selbo:


  • 408-984-8777

 


The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.