FYR001: Concentrated Position

Key Take Aways A concentrated position is when a single investment, often a stock, makes up more than 10 percent of a portfolio. Concentration introduces a risk factor to the portfolio where the loss-of-value in a single position could materially impact the overall performance. Selling a concentrated position may have tax consequences depending on the type of account where the investment is held. Charitable contributions, multi-year disposition planning, and option strategies may be considered to lower potential tax burdens. *Individual circumstances may vary. Vector's Joe Grochowski, CFP® and Jason Ranallo, CFA® discuss Concentrated Position inside a portfolio. Visit our blog for videos and more: vectorwealth.com/posts/fyr-concentrated-position Regulatory information at vectorwealth.com/regulatory V24011088