James discusses a listener’s question about what to do with stock positions and single stock positions, explaining the pros and cons of holding a concentrated stock position.
He highlights the importance of understanding tax implications and assessing your ability to handle financial and emotional implications.
Questions Answered:What should you do when you have a large concentrated stock position from an investment perspective?How do you exit and diversify your position?Timestamps:0:00 intro3:59 Single concentrated stock positions4:47 The role of taxes7:07 What’s the biggest risk?7:52 Two examples12:10 Takeaway12:30 Other considerations15:35 JP Morgan study20:13 Here’s what I’ve noticed…21:46 Understanding risk24:16 What would I look at?25:52 Outro
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