August 2024 - Kerr Financial



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Managing Concentrated Stock Portfolio Risk: Strategies and Solutions

Managing Concentrated Stock Portfolio Risk: Strategies and Solutions “Success breeds complacency. Complacency breeds failure. Only the paranoid surv...

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Categories: Accounting Services, Investment Management, Personal Financial Planning Tags: Amazon, concentrated investment holdings, diversification, market volatility, Nvidia, single stock, stock benefits, stock options, The magnificent five, volatile markets
Montreal Office Kerr Financial
1 Place Ville Marie, Suite 1680
Montreal, QC, H3B 2B6
Tel: (514) 871-8213
Fax: (514) 393-9516

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Toronto Office Kerr Financial
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Tel: (416) 364-9447
Fax: (416) 364-0892

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