09.20.2023 - By Peter Lazaroff
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.