|
Portfolio Manager v5 Video Presentations
Listed below are two video presentations from the BetterInvesting National Convention 2008.
Concentrated Positions – the Elephant in the Room
Managing a portfolio around one or more concentrated positions can be a difficult investing task for many investors. Concentrated positions result in one or more securities representing a disproportionate percentage within a portfolio, thus leaving the portfolio with a higher degree of specific risk. Many times, a concentrated position(s) will have a very low tax basis, making an outright sale of the security difficult from a tax perspective. In addition, there are often strong emotional attachments associated with the holding(s). For these reasons, many investors choose to ignore ‘the elephant(s) in the room,’ hoping the rest of their portfolio will perform effectively. This video will explain how to manage concentrated positions in a portfolio, the reasons to prevent the buildup, and the steps for rebalancing to improve long term results.
Balancing Taxable and Non-Taxable Portfolios
Asset allocation decisions are some of the most important decisions that can be made when constructing a portfolio. However, many investors fail to recognize the importance of selecting appropriate investments and balancing their allocation with consideration of all portfolios they may own. This video will review how an investor must consider both taxable accounts with non-taxable accounts to get a true measure of the investor’s overall portfolio allocation in order to identify any rebalancing adjustments consistent with long-term goals.
|
