Tim Kochis, CFP®, Kochis Global, Author at StratiFi

Stock Concentration: Risk and Opportunity

I’ve been advising StratiFi on its risk assessment and risk management software offering in large part because it encompasses stock concentration in its risk metrics. Over many years I’ve advised hundreds of clients and have spoken to thousands – in…

Concentrated Stock Positions: The Backroom Joke of Wall Street

Concentrated Stock Positions: The Backroom Joke of Wall Street A concentrated stock risk rating gives an idea of how much of a concentration in a given stock exists in the portfolio. The world’s wealthiest people have the most concentrated stock…

Diversifying Portfolios: It is Correct or Useful?

A diversification risk rating gives an idea of the true diversification of a portfolio. This depends on the level of cross-correlation that exists within the portfolio but it is often a misunderstood indicator of effective portfolio diversification. To determine if…

What is a Tail Event Risk Rating?

A tail event risk rating gives an idea of how vulnerable a portfolio would be in the rare event of a market shock. The distribution of market returns is expected to be normally distributed with the bulk of returns in…

Author: Tim Kochis, CFP®, Kochis Global