Frec x FAANG FIRE: How to diversify your concentrated stocks with minimal tax impact

​When you’re heavily concentrated in a single stock, diversifying can feel impossible without triggering a massive tax bill. Frec offers another path.

​With Frec Diversify, you can transition your concentrated stock position into a diversified index tax-efficiently. Using long and short overlays, we immediately reduce your concentration risk while systematically harvesting tax losses. Those losses offset gains as we gradually sell down your concentrated position, leaving you with a diversified portfolio and potentially a lower tax bill.

​In this session, Mo Al Adham (CEO & Founder of Frec) and Andre Nader (Founder of FAANG FIRE) will walk through how Frec Diversify works, how long the diversification takes, and how it compares to alternatives like selling and paying taxes upfront or using exchange funds. They’ll also discuss why this strategy is especially valuable for investors with large, highly appreciated positions, such as employees at FAANG and other tech companies, who want to diversify without unnecessary tax drag or long lockups.

​We'll conclude the session with a live Q&A.

​Investing involves risks, including the risk of loss. A long-short strategy introduces additional risks and may not be suitable for all investors. Brokerage services provided by Frec Securities LLC, member FINRA/SIPC. Advisory services provided by Frec Advisers LLC, an SEC-registered investment adviser. Both are wholly owned subsidiaries of Frec Markets, Inc.