Tax Alpha Insider

Tax Alpha Insider

2/3 of the time a concentrated stock would have underperformed the Russell 3000

1980 - 2020 JPM analysis of Russell 3000 stocks

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Brent Sullivan
Sep 18, 2025
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Later today, Andre and I will talk about de-risking chunky stock positions.

Join us on LinkedIn Live (it’s like watching TV, no registration required).

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