《What Should I Do With $800,000 Worth of Wells Fargo Stock?》
卖出 WFC 以降低集中度风险;年初至今 23% 的跌幅已超过对税务问题的顾虑。
我年轻时,祖父送给我价值2万美元的富国银行股票,当时他所在的本地社区银行被富国银行收购了。我知道把这么多钱放在一只股票上是重大的集中度风险,但我一直非常犹豫要不要分散,因为资本利得税的冲击和强劲的股息收入。
My grandfather gifted me $20,000 of Wells Fargo stock when I was young after his local community bank was acquired by them. I know having that much money in a single stock is a major concentration risk, but I've been very hesitant to diversify because the capital gains tax hit and strong dividend income.