Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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4 Ways to Diversify Concentrated Stock Positions (EP.118)
Manage episode 377437513 series 3280613
Content provided by Peter Lazaroff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Lazaroff or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a large individual stock position introduces unnecessary risk to your portfolio.
Listen now and learn:
- Why investors tend to avoid diversifying concentrated stock positions
- Four ways to diversify concentrated stock positions
- How SMAs supercharge tax loss harvesting efforts to offset capital gains
- When more advanced strategies such as exchange funds or option collars are best
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
133 episodes
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Manage episode 377437513 series 3280613
Content provided by Peter Lazaroff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Lazaroff or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a large individual stock position introduces unnecessary risk to your portfolio.
Listen now and learn:
- Why investors tend to avoid diversifying concentrated stock positions
- Four ways to diversify concentrated stock positions
- How SMAs supercharge tax loss harvesting efforts to offset capital gains
- When more advanced strategies such as exchange funds or option collars are best
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
133 episodes
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Similar to The Long Term Investor
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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…
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…
continue reading
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continue reading
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