🚨 Synthetic VPF Synthetic VPF Synthetic VPF 🚨

SO excited to share this one!

For those of you with concentrated positions, this could allow you to:

• Keep some upside if the stock does well
• Put a floor under how much you can lose
• Free up cash today to diversify and tax-loss harvest

One section I intentionally slowed down is what happens when the stock rises above the collar ceiling, because that's where many people get confused.

If you've ever wondered how executives and founders diversify highly appreciated stock without immediately selling it, this video walks through the mechanics.

If you'd like to explore whether this strategy makes sense for your situation, use the link in my profile to schedule a call.

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These structures typically involve tradeoffs — for example, capping some upside in exchange for downside protection, or taking on financing costs and market risk when borrowing against the position. They also carry real complexity and are not appropriate for everyone.

Quantitative Financial Strategies, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. This material is for educational purposes only and is not tax, legal or investment advice. Investing involves risk, including possible loss of principal.