Sentences with phrase «concentrated equity position»

Potentially a figure so large that it can create a concentrated equity position that should be evaluated.

More advanced planning strategies of divesting a concentrated equity position may include the gifting of stock to a family member or charity, establishing a charitable trust, or using options or hedging strategies to shift single stock risk.

Furthermore, a complete initial financial planning analysis would help to identify the goals and objectives of the concentrated equity position.

But you also need to balance your tax obligations with that fact that waiting to sell your shares leaves you in the potentially unenviable position of retaining a concentrated equity position.

Not exact matches

Doing the math, Pabrai seems likely to hold around 11 - 12 positions, which is still fairly concentrated, although provides some diversification out of equity specific risk (non market risk) and makes «riskier» bets a smaller proportion of his portfolio.

I have long felt that the best way to invest for the long - term was with a concentrated equity portfolio (fewer than twenty securities) and some overweight positions within that concentration.

The best practice I was able to witness and practice is that of a portfolio manager or someone who concentrates on asset allocations to trim positions as they appreciate to maintain an equity in a range within a portfolio; commonly 3 - 5 %.

So I would say that anyone who has used their TFSA for equities and hasn't taken a very concentrated position or paid high fees has a good chance of being around $ 30k +.