Own Too Much Nvidia? How to Deal With Capital Gains.

You could do a thought experiment to gauge your appetite for outsize holdings, says Cindy Wilson, a certified financial planner at HB Wealth in Alpharetta, Ga. For example, if a client was sitting on a $500,000 position in Apple Wilson would ask, what if they had $500,000 in cash instead? Before deciding whether to sell, consider how much capital-gains tax you may owe if you sell shares in a taxable account.