
How to Diversify a Concentrated Portfolio Without Triggering Capital Gains Tax
At ExchangiFi, we’re building a platform that connects investors, advisors, and ETF issuers—making it easier than ever to participate in Section 351 tax-deferred exchanges. These exchanges allow investors to diversify concentrated portfolios into newly launched ETFs without triggering an immediate capital gains tax. Why 351 Exchanges Matter A highly concentrated portfolio can create significant volatility,…