Coffee Talk: Large Portfolio Positions

Since the market’s March 2020 lows, we’ve seen the Nasdaq outperform the S&P by 2x. Many stocks – more than just the Reddit message board darlings Gamestop or AMC – have had tremendous runs since then, and for many people these names may represent an outsized position in their portfolio. So what to do now? And how much tax will you owe if you decide to sell?

In this episode of Coffee Talk, Brian and Kurt discuss some options that may allow people to reduce these positions while lowering their tax obligation at the same time.

Bird

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