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Mile129 t1_ja5uile wrote

Always withdraw RSUs when they vest. For now take the loss and diversify your portfolio, having 120K in one stock is probably not a great idea. Also, you can take the loss on your taxes. CPA can help you with your taxes but a financial planner can put it in something that will get a better return.

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riku2o OP t1_ja5wj3y wrote

I think I'm fine with my investment strategy outside of my RSUs. Its pretty simple slow and steady total stock market/ SP500 stuff. I'm versed enough in my options to know that this was probably the better bet (and its what the other ~75% of my NW is in) But the vibe im getting is that now is as good a time as ever to to just hurry up and move everything and switch to autosale moving forward just for simplicity sake.

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TLDR its not worth optimizing and even in a diverse fund im more than invested enough in this company (not to mention all the unvested RSUs to come)

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Thanks!

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