Stephan Maritz
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 14, 2026
- Outlet visibility, for Businessday
- Top 100K sites
- Earliest in this view
- Aug 4, 2026
Latest articles
STEPHAN MARITZ | Portfolio financing — using your portfolio without selling it (opens the original)
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In a previous article I introduced several ways to manage concentration risk. The first was recognising the risk and the second was portfolio financing. Listed share portfolios can provide investors with an additional source of liquidity. Portfolio financing allows an investor to use listed investments as collateral for a loan while retaining ownership and market exposure. The lender determines how much can be borrowed based on the market value, quality and composition of the portfolio. The loan
STEPHAN MARITZ | Portfolio concentration — selling isn’t your only option (opens the original)
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Recognising concentration risk is the first step — selecting the most appropriate strategy for managing it in the future is the next. For many investors, concentration risk immediately becomes a question of what to sell and when. But selling is only one of several options. Choosing not to sell may feel like maintaining the status quo, but it is still an active portfolio decision. Every year that passes without reviewing a concentrated position is another year in which a portfolio is heavily depe
STEPHAN MARITZ | The difference between a great share and a great portfolio (opens the original)
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The greatest risk in your portfolio may be the investment that has made you the most money. When investors think about portfolio risk, they usually think about poor investment decisions — buying the wrong company or watching an investment decline in value. However, in my work with clients and financial advisers, some of the most challenging — and most important — portfolio decisions arise from exactly the opposite: exceptional investment success. Over time, a single share can quietly transform a
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For Businessday, the outlet · Measured Aug 1, 2026
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