Personal Investments • Advice needed. How to convert $1.2 million portfolio

What are the stocks? NVDA, SMCI and something else?

How much are your unrealized capital gains?

I’d probably sell up to the 15% capital gains tax rate threshold immediately and then use calls and putts to hedge price fluctuations on most all of the remaining shares.

I can’t tell you how much risk to take but if it were me I would be at least 80% stocks at your young age.

Congrats and good luck.

Statistics: Posted by Stefano — Mon Apr 01, 2024 11:28 pm — Replies 6 — Views 924