[Verse 1] Sarah built her fortune over twenty years of time All her wealth in one big stock, thought everything was fine But when the market turned around, her portfolio fell down Concentrated risk can break you when your eggs are in one town [Chorus] Don't put all your money in one basket, one name Exchange funds, collars, completion - tools to play the game Diversify your holdings, spread the risk around Managing concentrated wealth keeps your feet on solid ground [Verse 2] Exchange funds let you swap your stock for mutual fund shares Tax-deferred transaction helps you climb diversified stairs Pool your concentrated holdings with other investors too Build a broader portfolio without the tax bill due [Chorus] Don't put all your money in one basket, one name Exchange funds, collars, completion - tools to play the game Diversify your holdings, spread the risk around Managing concentrated wealth keeps your feet on solid ground [Verse 3] Collars use put options to protect you from the fall Call options cap your upside but you still can have it all Floor and ceiling strategy limits both your gain and loss When concentration's risky, collars help you be the boss [Bridge] Completion portfolios fill the gaps you're missing Add what's not in your holdings, get the balance you've been wishing If tech stocks dominate, add healthcare, energy too Build the market that you want with assets that are new [Chorus] Don't put all your money in one basket, one name Exchange funds, collars, completion - tools to play the game Diversify your holdings, spread the risk around Managing concentrated wealth keeps your feet on solid ground [Outro] Concentration can be dangerous, but solutions are here Exchange, protect, complete your way to wealth that's crystal clear
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