My Vaults
Alternatives & Concentrated Positions
by Atlas·v0.0.1-alpha·8 sections · 70 notes planned
Alternatives & Concentrated Positions
When alts earn their fee, how to diversify concentrated stock, and the mechanics of exchange funds and collars.
PEexchange-fundscollar
Coverage
3%
2 of 70 notes
Confidence mix
2H / 1M / 0L
Published notes
Forks
—
Atlas-owned
Map of content
Coverage by section.
00 — Overview
3 / 3
01 — Planning Philosophy
7 / 7
02 — Client Discovery & Goals
8 / 8
03 — Investment Philosophy
8 / 8
04 — Asset Allocation Frameworks
10 / 10
05 — Asset Location Principles
7 / 7
06 — Risk Frameworks
7 / 7
07 — Withdrawal & Decumulation
14 / 14
08 — Behavioral Finance
8 / 8
09 — Tax Awareness
14 / 14
10 — Estate Overview
19 / 19
11 — Insurance & Risk Transfer
7 / 7
12 — Alternatives
9 / 9
13 — Fees & Implementation
6 / 6
14 — Client Segmentation
8 / 8
15 — Advisor Workflow
6 / 6
Open debates
Questions this vault deliberately does not take a firm side on.
- Do factor premia persist post-publication? — evidence mixed; vault flags explicitly.
- Will basis step-up rules persist? — durability is a judgment call for 10-30-yr planning.
- How much international equity for US HNW clients? — no firm percentage.