Concentrated Stock

The One-Stock Stress Test

Everybody looks at what one position could earn them. Almost nobody looks at what their retirement looks like if it doesn’t. A few quick inputs. Sixty seconds. Let’s see where you stand.

Your numbers

Ballpark is fine. You can round.
$2,000,000
$1,000,000
$300,000
15
$50,000
Most people need roughly 75% of income in retirement, aka $225,000/yr
How much of your retirement is riding on this one position
67%
of your plan’s funding disappears if the position goes to zero.
If the position holds
100%
funded
If it drops 50%
66%
funded
If it goes to zero
33%
funded

How this works: we estimate your retirement spending from today’s income, then project what you’ll have by growing your current savings and everything you add each year at 6%. The number up top compares what you’ll need to what you’d have without this position, so if your other savings cover retirement on their own, your dependency is low no matter how big the stock is. The bars show where your plan lands if the position holds, halves, or goes to zero. This is an educational estimate, not a projection or advice, and it leaves out taxes, Social Security, and your specific timeline. That’s the conversation.

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Playbook Wealth Partners Giving you the playbook for concentrated stock.