Analyzing Hidden Concentrations in Investment Portfolios

An article discusses the often-overlooked concentrations that can exist between the equity and bond components of an investment portfolio, suggesting a need for a holistic view.

24 Aug, 14:44 — 24 Aug, 14:44

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advisor-perspectivesMostly Factual1d ago

The Hidden Concentration Between a Portfolio's Equity & Bond Sleeves

While it is useful to analyze holdings by asset class, a portfolio-wide view can provide additional insights. Typically, the bond sleeve and the equity sleeve are seen as entirely separate. However, they usually hold unnoticed concentrations in different companies.

By Anthony Jordan

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Analyzing Hidden Concentrations in Investment Portfolios

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The Hidden Concentration Between a Portfolio's Equity & Bond Sleeves

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