Here's the Right Way to Determine How Much Individual Stock to Hold

How much of your portfolio is safe to hold in one individual stock? While 5% or 10% is typically recommended, rules of thumb like these are often irrelevant and harmful. The right answer depends upon your specific situation. James explains the right way to determine how much individual stock you should hold based on your situation. Questions Answered: How much is okay to have in an individual stock? What conditions make owning individual stock acceptable or unacceptable? Timestamps: 0:00 Intro 2:02 Monica's story 3:30 Individual stocks 5:02 Example 1 7:45 Conditions 10:18 Technicalities 12:37 Example 2 14:34 Emotional implications 16:11 Framework 19:43 Portfolio size 21:49 Time best spent 22:50 Underperforming 25:07 Why diversify? 27:01 Outro Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!