Episode 29 | Concentrated Stock Positions

15/11/2024 29 min Episodio 29
Episode 29 | Concentrated Stock Positions

Listen "Episode 29 | Concentrated Stock Positions"

Episode Synopsis

🤝 Welcome to Episode 29 of Living Richly with Curo!
 
In this episode, we discuss concentrated stock positions. 📊
 
🔑 We'll explore what qualifies as a concentrated position, the pros and cons, and strategies to manage or diversify these holdings—and more.
 
Live richly!
 
Check out our episode about Donor-Advised Funds (DAFs):  https://youtu.be/E3cUSFfkyAI?si=DorMNIqGeENhlPgM



✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!


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