Concentrated Stock Comprehensive Guide eBook Offer | Page 5

Current or Phase I:

Start by implementing an income strategy, for example...

PHASE II

Begin implementation of diversified portfolio of equities and bonds to generate tax-free income.

Continue to execute income strategies to enhance cash flow and reduce margin.

PHASE III

Evaluate active tax-loss harvesting strategy to reduce taxes.

Continue building a portfolio with added diversification and income streams, and execute income strategies to enhance cash flow and reduce margin.

LONG TERM

The portfolio will be more diversified, grow, and generate a steady of flow of income.

Maintain active tax-loss harvesting strategy.

Strive to Reduce Volatility Inherent with a Single-Stock Concentration.

Maximize the divestment value using in-depth fundamental and technical analysis.

Work towards generating cash-flow income with the sale of stock or index options.

Example: Phases of Diversification

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