Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Key Take Aways
-
A concentrated position is when a single investment, often a stock, makes up more than 10 percent of a portfolio.
-
Concentration introduces a risk factor to the portfolio where the loss-of-value in a single position could materially impact the overall performance.
-
Selling a concentrated position may have tax consequences depending on the type of account where the investment is held.
-
Charitable contributions, multi-year disposition planning, and option strategies may be considered to lower potential tax burdens.
*Individual circumstances may vary.
Vector's Joe Grochowski, CFP® and Jason Ranallo, CFA® discuss Concentrated Position inside a portfolio.
Visit our blog for videos and more: vectorwealth.com/posts/fyr-concentrated-position
Regulatory information at vectorwealth.com/regulatory
V24011088