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Too Much Google, Tesla, Nvidia? | Wes Gray & Sri Narayan Explain a Smarter Way Out

Excess Returns

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Navigating Concentrated Wealth

This chapter explores the challenges faced by affluent individuals with concentrated stock holdings, particularly in tech companies. It discusses innovative solutions like exchange funds for diversification, legal frameworks aiding tax efficiency, and the operational complexities involved in managing large investments. The speakers highlight the need for tailored financial products that cater to the unique demands of high-net-worth investors seeking growth and diversification.

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