Episode 118
4 Ways to Diversify Concentrated Stock Positions (EP.118)
The Long Term Investor · Peter Lazaroff
September 20, 202315m 29s
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Show Notes
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
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