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Navigating market concentration risk · UBS Trending

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  How much of the market's course
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  is being set by just a handful of companies?
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  Market leadership shifts over time.
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  So even when more stocks are participating in a rally.
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  Concentration risk remains
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  if a relatively small group of stocks still drives
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  a large share of the market's value and return.
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  One way to gauge concentration rates
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  is to look at the market's largest companies.
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  When performance and value is concentrated
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  in just a handful of stocks,
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  more of the journey depends on fewer sails catching the wind.
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  The challenge is leadership doesn't last forever.
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  When the winds change, portfolios that rely too heavily on
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  just a handful of stocks are more vulnerable to sudden shifts.
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  Think of a ship
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  that stacks most of its cargo on one side. In calm seas
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  that imbalance may go unnoticed.
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  But when the waters get rough,
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  balance becomes essential to staying on course.
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  Managing concentration risk is about maintaining balance
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  so that a portfolio stays resilient through changing conditions.
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  Ask your UBS advisor to help chart your course.