Darius McDermott: Building a resilient portfolio in a concentrated market

'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'

clock • 5 min read

Darius McDermott returns to PA with his latest investment-focused article…

The SpaceX IPO has brought another expensive technology stock to a market that is already over-flowing with them. The concentration within global markets on a single market, the US, and a single technology, artificial intelligence, remains a worry for all investors. A wave of upcoming IPOs is only likely to increase that concentration. To date, it hasn't hurt markets' performance, but there is a worry it is storing up trouble for the future. There are other challenges in building a balanced portfolio in this environment. There is a growing correlation between bonds and equities, for e...

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