The Concentrated Position

Compound Planning
  • 5.0 (1)
  • Investing
  • Updated Biweekly

Complicated finances come with big decisions and real trade-offs. Tim Hamilton and Dimitry Farberov have spent nearly two decades sitting across from people planning around concentrated stock, liquidity events, private investments, and the hard calls that come with each. Join them as they talk through all of it. Tim and Dimitry are IARs of Compound Planning, an SEC-registered investment adviser. Content is for informational purposes only and does not constitute investment advice.

Episodes

  1. 1d ago

    The Cost of Certainty

    Most people with a massive concentrated position already know what they should probably do. They just can't bring themselves to do it, or they're not sure the math actually justifies it.Dimitry is joined this week by Boyan Doytchinov, a wealth advisor at Compound filling in for Tim. They open with what's moving markets: a stronger-than-expected jobs report, what it means for interest rates, the SpaceX and Anthropic IPO frenzy, and why oil might be the most underappreciated risk nobody's talking about.Then they discuss the situation of a prospective client with tens of millions in a single private company stock, an IPO on the horizon, and a decision that could shape the next 50 years of their financial life. Sell everything, pay the taxes, buy peace of mind, or take the longer harder road and keep more of what they built? They work through the math, the optionality argument, and why the biggest wealth decisions are never really just about the numbers.

    52 min

  2. Jun 16

    The Vibes Check

    Markets are near all-time highs, but the feeling in the room is something else. Tim and Dimitry dig into why so many people are uneasy about their portfolios right now, and the disconnect between what the economy feels like day-to-day and what's actually driving markets.  They get into the AI-semiconductor story underneath the S&P, why diversification still matters even when concentration is working, and how to think about fixed income when bonds feel broken. And they end where it gets personal: what do you do when your emotions are driving the portfolio decisions, and not your time horizon?  Any discussion of market performance or specific sectors experiencing rapid growth does not represent the full market picture. Many companies experience little to no growth or significant declines in value. Past performance of any market, sector, or security is not indicative of future results.

    38 min

  3. Jun 1

    The Wealth Immunity Trap

    Markets are at all-time highs while nothing in the news feels like it should allow that. Tim and Dimitry work through what's actually driving markets: AI, geopolitics, inflation, and why not every consumer is experiencing the same economy. They also touch on the wealth immunity trap, where even high earners who have clearly won still feel like they don't have enough. They talk through why anchoring to a number is a fool's errand, and how to shift from decades of saving toward spending and giving with intention.

    50 min
  • 3 Episodes

Ratings & Reviews

About

Complicated finances come with big decisions and real trade-offs. Tim Hamilton and Dimitry Farberov have spent nearly two decades sitting across from people planning around concentrated stock, liquidity events, private investments, and the hard calls that come with each. Join them as they talk through all of it. Tim and Dimitry are IARs of Compound Planning, an SEC-registered investment adviser. Content is for informational purposes only and does not constitute investment advice.

Information

  • Creator
    Compound Planning
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © Compound Planning
  • Show Website
    The Concentrated Position

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