4 Ways to Diversify Concentrated Stock Positions (EP.118) скачать в хорошем качестве

4 Ways to Diversify Concentrated Stock Positions (EP.118)

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 (http://www.thelongterminvestor.com) for show notes, free resources, and a place to submit questions.