What's the Best Way to Sell Out of a Concentrated Stock Position?

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 intro 3:59 Single concentrated stock positions 4:47 The role of taxes 7:07 What’s the biggest risk? 7:52 Two examples 12:10 Takeaway 12:30 Other considerations 15:35 JP Morgan study 20:13 Here’s what I’ve noticed… 21:46 Understanding risk 24:16 What would I look at? 25:52 Outro Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!