GLOSSARY

Concentration risk

Planning & Decision Process

IN PLAIN ENGLISH

The risk that one holding or one sector is a big enough slice to swing your whole result.

WHERE YOU MEET IT

The health score's concentration measure, and each holding's weight in a Pie Chart of your stock portfolio.

WATCH OUT FOR

Winners create it quietly: the thing that grew fastest is now your biggest risk.

FULL DEFINITION

A shift in portfolio risk profile over time caused by concentration, sector imbalance, or factor changes.

EXAMPLE

A winning tech position grows from 12% to 33% and increases concentration risk.

EXPLAINED IN

Don't keep all your acorns in one tree

Educational content only. It is not personal financial advice.