Nvidia: How Much to Hold, Sell (& Tax Strategies)

Nvidia is a once-in-a-generation stock (it’s up +24,000% in the last 10 years and +207,000% since going public). And if you’re like a lot of people, you’re sitting on massive gains and a relatively large position. If you own the shares in an IRA then capital gains tax is not an issue, but position size may be. In this quick note, we share some thoughts on how much Nvidia you should hold, how much you should sell, and why (i.e. growth opportunities, taxes and risks).