Coherent (COHR) Stock Concentration Calculator
Calculator · free · no signup · COHRQuantify Coherent concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Coherent
Coherent (COHR) is a public Hardware company, incorporated in Pennsylvania and headquartered in Saxonburg, PA.
Equity grants at Coherent typically include restricted stock units (RSUs).
Coherent Corp. is an American manufacturer of optical materials and semiconductors. As of 2023, the company had 26,622 employees. Its stock is listed on the New York Stock Exchange under the ticker symbol COHR. In 2022, II-VI acquired laser manufacturer Coherent, Inc., and adopted its name.
Source: Wikipedia (CC BY-SA 4.0)
II-VI acquired Coherent in 2022 for roughly $7 billion and adopted the acquired name, joining a compound semiconductor materials maker with a laser company founded in 1966. The combination spans optical transceivers for datacenter networking, which became the growth engine as AI clusters demanded higher bandwidth, industrial lasers for cutting and welding, and silicon carbide substrates. Vertical integration from crystal growth through finished module is the strategic argument. Headquarters are in Saxonburg, Pennsylvania.
Sources: coherent.com · en.wikipedia.org
Equity comp at Coherent
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Coherent.
If a meaningful share of your net worth sits in COHR, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with COHR's option-implied volatility.
All Coherent tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Coherent equity questions
- How much COHR stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your COHR position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Coherent grant ISOs, NSOs, or RSUs?
- Equity compensation at Coherent typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Coherent RSUs use double-trigger vesting?
- No. Coherent restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your Coherent equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.