The #1 Risk That Can Destroy Your Portfolio

Welcome back to Wealth Strategy Deep Dives, a special solo series of Wealth Strategy Secrets of the Ultra Wealthy. In this episode, Dave Wolcott unpacks a hidden danger that silently threatens most investors: over-concentration risk. History proves the stock market doesn’t move in a straight line—the dot-com crash of 2000 (-50%), the 2008 financial crisis (-57%), and the COVID crash in 2020 (-34% in weeks) all wiped out years of progress for investors who were fully concentrated in equities. The math is even harsher: a 50% loss requires a 100% gain just to break even.

The ultra-wealthy know better. They build resilience by spreading their capital into cash-flowing alternatives and non-correlated assets that protect wealth no matter what the market is doing. Your takeaway is simple: don’t let over-concentration be your blind spot. Smart diversification not only safeguards your wealth but also helps you sleep better at night. 👉 Download your free copy of Dave’s book at HolisticWealthStrategy.com and join the investor community for exclusive strategies and resources to accelerate your path to financial freedom.