Your winning stock could be your biggest risk | Wealthy + Wise Ep 26

Every portfolio drifts. Winners grow into an outsized share of what you own, and losers quietly shrink away — so at what point does that drift become a risk worth managing? In this episode of Wealthy + Wise, Howard Coleman and David Lane (Focus Partners Australia) sit down to work through portfolio rebalancing: what it is, when value investors reach for it, and why the answer is rarely as simple as "sell what's gone up."

They walk through two scenarios every long-term investor eventually faces — a quality business that's grown to 30–50% of a portfolio, and the opposite case, where a former high-flyer has sold off and now looks better value. Along the way: why knowing fewer companies well beats following thousands loosely, why a quarterly review doesn't have to mean quarterly changes, and a candid answer to a viewer's question about buying into reporting season.

If this way of thinking about investing resonates, find out if Teaminvest is right for you. https://teaminvest.com.au/?utm_source=youtube&utm_medium=video&utm_campaign=wealthy-wise-ep26&utm_content=podcast-full-episode

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