When the position becomes the plan
Past a point, the position stops being a holding and starts being the plan.
A single stock can grow past the share of a household’s net worth where it is one input among many. From there, three macro paths are usually on the table — selling into capacity, deferring through an exchange fund, or holding to the basis step-up. Which one tends to fit depends on the embedded gain, the lots, and the horizon. Answer a few questions and see your read — never a single winner.
A few questions. No account linking.