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The Portfolio Problem Nobody Wealthy Wants to Admit
A lot of wealthy investors are still using bull-market assumptions for portfolios that are anything but forgiving.
In this episode, we look at how concentrated positions and unrealistic return expectations create sequence-of-returns risk for HNW investors, early retirees, and family offices.
The real issue is not just volatility.
It is what happens when one bad stretch forces asset sales, changes spending, or removes optionality.
We cover:
why concentration and sequence risk compound
how a portfolio can look rich and still be fragile
what an anti-fragile allocation lens looks like in practice…
The skinny
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