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…