SINGLE STOCK POSITION

Everything You Need to Know About Single Stock Diversification

Learn how to reduce risk, align your financial goals, and manage tax liabilities by diversifying concentrated stock positions.

Download eBook: Lyons Single Stock Diversification

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What You'll Learn

This guide will help you understand the risks of concentrated stock positions and the importance of diversification. You’ll explore strategies like dollar-cost averaging, investing in ETFs, and asset allocation to balance your portfolio. Additionally, you’ll learn how to manage tax implications and protect your investments with options strategies

  • How to reduce risk through diversification
  • Strategies like dollar-cost averaging, ETFs, and asset allocation
  • Ways to manage tax liabilities associated with concentrated positions
  • Practical examples to help you apply these strategies to your own portfolio
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About the Author

Sander Read

President & Chief Executive Officer

As Lead Portfolio Manager and CIO, Mr. Read is responsible for overseeing the development, management, and distribution of the firm’s investment strategies. He is the head of the firm’s investment committee for all investment strategies, including equities and derivatives. He serves as co-portfolio manager of the Catalyst/Lyons Tactical Allocation Fund, along with several other programs.

Industry Experience
  • 27 Years
    Managing Wealth
  • 15 Years
    Lyons Wealth CEO
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Award-Winning Wealth Management

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Awarded 5-Stars for the Lyons Tactical Allocation Portfolio*

10 years, 2012-2022

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Best Fund Over 5 Years - Out of 120 Flexible Portfolio Funds*

5 years, 2012-2017

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Best Fund Over 5 Years - Out of 123 Flexible Portfolio Funds*

5 years, 2013-2018

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America's Top Performers - Best Fund Under $100M - Equity*

2021

Lyons Wealth Can Help You Reach Your Investment Goals

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Tactical Allocation Portfolio

Most people assume that income from investing in the stock market relies heavily on market trends. While this may be true to a certain extent, there are investment strategies that empower people to protect their assets in the long run. One way to optimize one’s assets, regardless of market performance, is a tactical asset allocation strategy.

The Lyons Tactical Allocation Portfolio offers investors an attractive opportunity to capture market growth while protecting capital. Its balance of offense and defense has navigated all market environments with exceptional returns.

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Small Cap Value Strategy

The Small Cap Value Strategy consists of a diversified portfolio of small-cap value stocks traded on US stock exchanges. We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid-, small, and micro-cap companies to find attractive candidates. We are typically looking for companies with current solid operating results and conservative balance sheets that are trading at discounted prices.

The Lyons Wealth Small Cap Value Strategy offers a compelling avenue to participate in the exponential growth smaller companies can achieve. By investing with Lyons Wealth, clients gain professional guidance navigating this higher-returning yet complex arena.

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Enhanced Yield Portfolio

The Enhanced Yield Strategy aims to give investors a high and steady income regardless of market conditions. This income is more tax-efficient than bond income, and capital growth is a secondary goal. The portfolio includes leveraged, dividend-paying stocks, with risk managed by options strategies to protect against losses. The plan seeks a higher-than-average net yield and remains fully liquid without requiring additional capital.

At Lyons Wealth Management, we understand the importance of making informed investment decisions. Our Enhanced Yield Strategy is designed to help investors generate additional income from their existing portfolio holdings while managing risk through options trading strategies.

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Concentrated Stock Position(s)

A concentrated stock position happens when a large part of an individual’s wealth is invested in one or a few stocks. While a diverse portfolio is key to good financial planning, sometimes investors end up with a concentrated position, which can increase risk and financial vulnerability. It’s important for investors to understand this situation to make informed decisions and manage the risks and rewards effectively.

At Lyon’s Wealth Management, our mission is to help you maximize the potential of your concentrated stock position. With our expert guidance, personalized strategies and commitment to your financial success, we aim to transform your investments into a more diversified, resilient, and tax-efficient portfolio. Take advantage of our experienced wealth managers to unlock the true potential of your assets.

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& More Strategies

Join thousands of satisfied clients who have achieved their financial goals with us. We offer personalized asset management tailored to your needs, excellent service from dedicated investment counselors, and access to comprehensive financial planning resources covering Social Security, Medicare, estate planning, and tax efficiency strategies. With a fiduciary duty to always put your interests first and a simple, transparent fee structure ensuring we succeed when you do, we are committed to your financial success.

Here are a few more of our *award-winning strategies:

  • Mutual Fund
  • Core Portfolio
  • CoinDesk Large Cap Select Index SMA
  • Financial Planning

“Working with Lyons has been amazing. The team is professional and communicative so I always know how my investments are doing.”

Daniel S
Business Owner

“I’ve been with Lyons Wealth for years and my advisor has always been great about communication and account management. Can’t say enough good things.”

Jaime B
Successful Individual

“Lyons Wealth Management helped educate me and allay my fears, as well as provided solid guidance on steps I could take to help me reach my goals even sooner.”

Dorothy P
Successful Individual

Take Control of Your Wealth Strategy

Gain the insights you need to make smart investment choices. Download our guide now and take the first step toward financial success.

Download Ebook now