Use Direct Indexing to Mitigate Concentration Risk

Direct indexing services can mitigate portfolio concentration risk by underweighting exposure in a tax-efficient way. No one wants their investment portfolio to succeed or fail based on the moves of one security. If a single stock makes up 10% or more of an investor’s portfolio, that portfolio can be vulnerable to the moves of that [...] The post Use Direct Indexing to Mitigate Concentration Risk appeared first on ETF Trends .