Among wealthy individuals with a concentrated stock position representing at least 10% of their net worth, 67% reported that the concentration had no effect on their remaining equity allocation.

Authors

• Person: Not available Organization: Journal of Financial Planning
  An Exploratory Study of the Wealthy's Investment Beliefs ...

Sources

• An Exploratory Study of the Wealthy's Investment Beliefs ... www.financialplanningassociation.org Journal of Financial Planning via serper

Referenced by nodes (1)

• net worth concept