← Back
Equity Compensation calculator
Concentrated stock diversification timeline
Estimate how long it would take to diversify out of a concentrated position at a fixed dollar amount sold per year.
Estimated years to reach target
—
Simple arithmetic: (current position \u2212 target position) \u00f7 amount sold per year. Doesn't account for the stock's price changes, taxes on each sale, or blackout/trading windows \u2014 a real diversification plan needs those.
Tell us what you’re trying to figure out.
Tell us a little about your situation. We’ll review your request and email next steps. We aren’t arranging advisor matches or introductions at this time.