How Much is Too Much?
From Wade Into Wealth by Charles Wade, Ethan Wade
January 14, 2026 · 20 min · Episode 157
About this episode
The episode discusses how to determine if you're over-invested in a single stock or fund and the importance of harvesting gains from concentrated positions.
How to know when you're holding too much stock in one individual company or fund, and why now is a perfect time to consider harvesting gains from your most concentrated investment positions.
People in this episode
Hosts: Charles Wade, Ethan Wade
Topics covered
- stock management
- investment strategy
- portfolio diversification
- financial planning
Keywords
- stock
- investment
- portfolio
- gains
- concentration
- financial advice
- harvesting
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