De-risking a founder's future, one beta at a time.
David's primary concern revolves around the significant concentration risk within his portfolio due to his company's stock options and the overall market's volatility. A downturn coinciding with acquisition talks could severely impact his financial future, making him highly vulnerable. He needs a clear understanding of his portfolio's beta to assess its sensitivity to market fluctuations.
By utilizing Golden Door Asset's Portfolio Beta Calculator, we quantified David's portfolio's overall beta, factoring in his diverse holdings including stocks, bonds, and options. The calculator revealed a beta of 1.4, indicating a higher-than-market risk profile. Armed with this information, we strategically reallocated assets, reducing the beta to 0.9, diminishing potential losses during market downturns, and securing his future cash flow.
The Portfolio Beta Calculator uses a weighted average of individual asset betas, adjusted for holding percentages. We integrated real-time market data to provide accurate and up-to-date risk assessments of David's portfolio.
$250,000 mitigated risk in potential losses, plus reduced tax liability through strategic option exercise planning.
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