staustin wrote:My privately held employer merged a month or so ago and is now publicly traded. i was fortunate enough to monetize 10 years of iso's. While i'm excited, i'm now staring at a single stock 30+% concentration of my investable assets.... i plan to sell down to 10 to 15%. What is the forum's thoughts on a maximum single stock concentration in this situation?? Many thanks, in advance.
stan1 wrote:If you are 30 with a $100K portfolio its not too big of a deal -- over a short amount of time you'll diversify with new 401K contributions (assuming you max that out).
If you are 60 with a $2M portfolio its a huge deal.
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