Inheriting 600K of Apple Stock: Should I Sell or Diversify?

In this episode, we dive into a real-life dilemma: inheriting $600,000 worth of Apple stock that now makes up half of a portfolio. Should you hold onto it and ride Apple’s success, or sell and diversify to reduce risk? We’ll explore the financial, emotional, and strategic sides of concentrated stock holdings, from legacy investing and tax advantages to diversification strategies and behavioral traps investors often face. Whether you’ve inherited shares, built wealth in one company, or are simply curious about how to balance loyalty and logic in investing, this conversation is packed with insights you can apply to your own portfolio.
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