Learn how to reduce risk, align your financial goals, and manage tax liabilities by diversifying concentrated stock positions.
SINGLE STOCK POSITION
Learn how to reduce risk, align your financial goals, and manage tax liabilities by diversifying concentrated stock positions.
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
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.
Awarded 5-Stars for the Lyons Tactical Allocation Portfolio*
10 years, 2012-2022
Best Fund Over 5 Years - Out of 120 Flexible Portfolio Funds*
5 years, 2012-2017
Best Fund Over 5 Years - Out of 123 Flexible Portfolio Funds*
5 years, 2013-2018
America's Top Performers - Best Fund Under $100M - Equity*
2021