When a single stock becomes a large portion of overall wealth, it can create a difficult tradeoff between protecting what’s been built and maintaining future upside. Concentrated positions often come from equity compensation, long-term investments, or business success—and managing that risk requires a thoughtful approach. In this episode, Jerry Davidse explains how hedging strategies can help investors reduce downside risk while remaining invested.

In this video, you’ll learn:

• Why concentrated stock positions can introduce significant portfolio risk

• How hedging strategies can help reduce downside exposure without immediately selling shares

• What protective puts are and how they can establish a price “floor”

• How collars work by combining downside protection with limited upside

• Why collars can sometimes  ...