Mark Fishbein

𝟱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘁𝗼 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆 𝗮 𝗖𝗼𝗻𝗰𝗲𝗻𝘁𝗿𝗮𝘁𝗲𝗱 𝗦𝘁𝗼𝗰𝗸 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻.
A concentrated stock position exists when a single stock makes up a disproportionately large share of total investable assets. Generally, this is defined as more than 10-15% of the portfolio. But many high-net-worth investors exceed that threshold by a wide margin, sometimes holding 30%, 50% or even more in one company.
https://www.aol.com/articles/5-strategies-diversify-concentrated-stock-000933907.html

5 Strategies to Diversify a Concentrated Stock Position - AOL A concentrated stock position exists when a single stock makes up a disproportionately large share of total investable assets. Generally, this is defined as more than 10-15% of the portfolio. But many high-net-worth investors exceed that threshold by a wide margin, sometimes holding 30%, 50% or even...

𝗔𝘀𝘀𝗲𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗧𝗿𝘂𝘀𝘁 𝗖𝗮𝗻’𝘁 𝗦𝗵𝗶𝗲𝗹𝗱 𝗥𝗲𝗮𝗹 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗶𝗻 𝗢𝘁𝗵𝗲𝗿 𝗦𝘁𝗮𝘁𝗲𝘀.
In United States v. Huckaby (No. 2:23-cv-00587, March 2, 2026), the California District Court considered the question of whether the Internal Revenue Service could reach real property held in a trust to satisfy a federal tax lien, ultimately concluding that the real property was accessible to satisfy the lien.