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What’s The Ideal Number of Stocks You Should Own?- Episode 112

One of the most well-known investing terms is “diversification.”  This is the idea that risk can be spread out by investing over a wide variety of different industries, areas, and/ or financial instruments.

While this true to an extent, there is such a thing as being over-diversified, to the point where much (if not all) of your rate of return is watered down by having too many stocks with varying rates of return.

So is there potentially an “ideal” number of stocks you should own, one that walks the line between the two extremes?  Find out from “Professor” Rick Plum, CFP® and podcast host Johnny Dean on this week’s episode of Managing Your Financial Future!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

No client or prospective client should assume that this information, or any component thereof, serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

Diversification strategies do not ensure a profit and cannot protect against losses in a declining market.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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