Concentrated Stock Model

A Decision Tree to explore the question of holding a concentrated equity position and how different decisions can affect outcomes

Decision Tree TOOL & Companion Guide

Companion Guide

 

Excel workbook

 
 
 

Download Concentrated Stock Position Companion Guide

Download Concentrated Stock Position Decision Tree Template

Note: This model and the associated companion guide are intended for educational purposes only. Nothing on this page is intended as investment, accounting or tax advice.