Topic
Concentrated Stock
De-risking a concentrated low-basis position: staged selling, exchange funds, collars, variable prepaid forwards, and charitable strategies.
58 posts
The taxable wealth revolution
Is tax-aware long/short a capital gains escape hatch following an exit?
VPF + tax-aware long/short for diversifying concentrated stock
Trump/Musk cage match is boring. Read about taxes instead
How an exchange fund unblocks billions by seeding an ETF in-kind
AQR's latest: direct indexing "largely ineffective" at culling single-stock risk
53% of the time, it worked every time
Don't call it a comeback: Cambria's latest ETF seeded in-kind raises ~$100 million
Single-stockapalooza: More talking heads than CNN election night
Absurd reasons investors don't sell concentrated positions: "I'm holding strong"
"Diversify your company stock! Remember Enron!"
Is seeding an ETF in-kind the right strategy?
De-risking concentrated stock by seeding an ETF in-kind
Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
