Investment Management · 2024
Staying invested when it was hardest
Tech executive, early forties
−68%
Single-stock risk
100%
Drawdown held
Full
Recovery captured
Overview
A high earner with a volatile, concentrated equity position needed a portfolio that could weather both markets and nerves.
The situation
Most of the client's net worth sat in a single company's stock, and past attempts to time the market had cost real money. A sharp downturn threatened both the balance sheet and the resolve to stay the course.
Our approach
We diversified the concentrated position on a tax-aware schedule, built a globally allocated core portfolio, and set clear rebalancing rules in advance so decisions were made by policy, not by panic.
The outcome
The client held through a double-digit drawdown without selling, captured the recovery in full, and reduced single-stock risk to a level that finally let the household sleep at night.
Keep reading
More client outcomes
A situation like this?
Every plan starts with a conversation. Let's have one, with no obligation.