FYR001: Concentrated Position

<p>Key Take Aways</p> <p>A concentrated position is when a single investment, often a stock, makes up more than 10 percent of a portfolio.</p> <p>Concentration introduces a risk factor to the portfolio where the loss-of-value in a single position could materially impact the overall performance.</p> <p>Selling a concentrated position may have tax consequences depending on the type of account where the investment is held.</p> <p>Charitable contributions, multi-year disposition planning, and option strategies may be considered to lower potential tax burdens.</p> <p>*Individual circumstances may vary.</p> <p>Vector's Joe Grochowski, CFP® and J...