LVW Advisors Private Wealth Advisor Jonathan Thomas, CFP®, discussed with Moneywise the balance of diversification in investment portfolios. He emphasized that while having too few stocks can be speculative, owning too many may lead to over-diversification. He shared that once an investor starts to “own the market,” it may be more advantageous to consider purchasing an index fund, which can offer tax-efficient trimming of positions and rebalancing.
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