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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 the Challenges of Concentrated Stock Investments and ETFs

This chapter discusses ETFs, focusing on their tax efficiency and their role in mitigating the risks of concentrated stock positions. It also examines the implications of Section 351 regarding tax-free contributions to C corporations, highlighting the growing difficulties investors face with concentrated holdings in current market conditions.

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