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11min chapter
471 | Mailbag: Inflation and FI, ACA Subsidies, Roth vs. Trad and More | Cody Garrett
ChooseFI
Investment Strategies for Diversifying a Concentrated Portfolio
This chapter provides a framework for prioritizing investments and discusses risk-adjusted basis, overall asset allocation, and the drawbacks of being heavily invested in a few companies. It also explores strategies for reducing concentration risk and balancing tax optimization when diversifying a portfolio.
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