To Share Your Portfolio Holdings Or Not

Tue Nov 20, 2007 5:56:34 pm by Dustin
Filed under Dealing with People, Finance, General, Household, Payroll, a little about life

Today at work one of my coworkers asked if I was an owner of a specific company and what I thought about the company. I told him I was, and we talked for quite a while giving our thoughts on its qualities and failures as a stock. While talking to him I was trying to decide whether or not his question was too personal.

Is telling somebody the securities in your portfolio at the same level of invasion of privacy as telling them how much money you make? Or your age? Your shoe size? I have actually been trying to decide if sharing this information was out of my comfort level for quite some time. I guess since I continue to answer these questions means I am ok with it for now. I refuse to answer what my purchase price was or how large of a stake I own though. Where do I draw the line?

These questions are some what hard to answer since I love personal finance and investing oh so much. I would love to sit down and talk out these issues with somebody and learn more about them, their securities, their methods, their successes, and their failures. For now, I guess I must make my decision.

I was also thinking if there was a point where a person should be morally responsible for sharing this information. For example, if one was a Senator or running for Senate (state or federal), would it be advantages to reveal this information publicly? Doing so or not has many implications. I am fairly certain American Presidents and candidates have to do so by law. What about senior exec for corporations? Would this information reveal their loyalty to the shareholders? What about a fiance?

What about all of you?


  1. Jeff

    Finances are very private business with me. I feel uncomfortable discussing things like purchase prices, my salary, etc. What my investment portfolio consists of is a little different. I think that it would be too personal to share the price and volume I have invested. But if a friend had a casual question like ‘Do you own any stock in Apple?’, I could probably squeeze out an answer (FYI, I don’t).

  2. J.C. Carvill

    We should think forward on all possible risk of privacy disclosures for our social activity. It’s not like we have to be paranoid on everything, but there would be times when we have no other choice but to open ourself a little bit.

    J.C. Carvill
    Email: support@cosmosing.com
    URL: http://www.cosmosing.com/jeanclaudecarvill/index.php