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Too Much of a Good Thing? Five Ways to Unwind a Concentrated Position

Tuesday, December 07, 2021 | 2:00 PM ET

With the decade-long runup in equity prices, particularly in the technology sector, it’s not unusual for investors to have a concentrated, appreciated position in a single stock. How can advisors help these clients diversify such positions and lower their overall portfolio risk without exposing them to a painful capital gains realization?

In this webinar, we’ll look at five strategies for unwinding concentrated stock positions as well as a sample allocation. Topics include:

  • How concentrations are built 
  • Five strategies for managing concentrated stock
  • Sample allocation

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

 

 

Brian Smith
Senior Strategy Specialist
Parametric

 

Davis Janowski - Host
Technology Editor
WealthManagement.com