Reduce Top-Heavy Exposures
Reviewing your portfolio is a great exercise at any time, and year-end planning should get you thinking about how best to position yourself for the coming year and beyond. That often sets off the “too many eggs in one basket” warning bell for lots of people. For me, although no one position looks bloated, perhaps some slight weight reductions are in order.
What to look for? You can be segment- (technology/healthcare) or individual stock-specific. It’s a bit of a guessing game as to what “overweighted” means to you and your planning, but I plan on giving it some thought and action.