Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a large individual stock position introduces unnecessary risk to your portfolio.
Listen now and learn:
- Why investors tend to avoid diversifying concentrated stock positions
- Four ways to diversify concentrated stock positions
- How SMAs supercharge tax loss harvesting efforts to offset capital gains
- When more advanced strategies such as exchange funds or option collars are best
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
