VPF + tax-aware long/short for diversifying concentrated stock
Plenty more content coming on this strategy...
What I’m reading…
AQR: Strategies to Diversify Low-Basis Stock
AQR: A Brief Guide to Pricing and Taxation of Variable Prepaid Forwards
AQR: Combining VPFs and Tax-Aware Strategies to Diversify Low-Basis Stock
Bob Gordon (2001): Wall Street Secrets for Tax-Efficient Investing
Tax Foundation: “Big, Beautiful Bill” Senate GOP Tax Plan
Eide Bailly: Washington Sta…