8/13/25 Portfolio Concentration: Hidden Risks That Can Sink Your Returns

Many investors unknowingly take on portfolio concentration risk—placing too much money in one stock or sector. Lance Roberts & Danny Ratliff break down why concentrated stock portfolios can be dangerous, how lack of investment diversification can magnify losses, and what smart risk management investing looks like. Whether you’re building long-term wealth or protecting what you’ve earned, understanding the hidden dangers of over-concentration is critical. We’ll share practical tips to improve your stock diversification strategy, reduce downside risk, and strengthen your portfolio’s resilience in volatile markets. SEG-1a: CPI Print Offers Hope for September Rate Cut SEG-1b: Small- & Mid-Cap Performance SEG-2a: Blood Tests & Caffeine SEG-2b: Market Capitalization Concentrations SEG-2c: Is there an Ideal Number of Stocks for a Portfolio? SEG-2d: What is the Goal? SEG-2e: Over-weighting or Under-weighting Positions SEG-2f: The Pain Trade  SEG-2g: What Happens Next w Sector Rotation? SEG-2h: Portfolios Are Like NASCAR SEG-2i: What is Your Goal? SEG-2j: Investing Without a Plan is Like Throwing Darts in the Dark SEG-2k: Portfolio Construction for Returns & Taxes SEG-2l: YOLO vs Planning SEG-2m: Importance fo Risk Management Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=OJh3DN2dGg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore’s Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Market Internals Remain Weak," is here:  https://www.youtube.com/watch?v=3v7e03zkoWs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Two Dads on Money - Meme Stock Trading & Jesse Livermore's Timeless Rules for Speculation," https://www.youtube.com/watch?v=ZVH-DHO81pk&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2s------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #MarketRally #MarketWeakness #AllTimeHighs #PortfolioRisk #Diversification #StockMarketTips #InvestingStrategy #WealthManagement #InvestingAdvice #Money #Investing