Asset Allocation and Portfolio Development

A client owns a large position in the common stock of her employer. The stock has appreciated substantially and now represents nearly 60% of her investment portfolio.

What is the CFP® professional’s BEST recommendation?

  1. Continue holding the stock because selling would trigger capital gains tax.
  2. Increase purchases of the employer’s stock because of its strong historical performance.
  3. Develop a strategy to gradually diversify the position while considering the tax consequences.
  4. Sell the entire position immediately regardless of tax consequences.