eToro (ETOR) Stock Concentration Calculator
Calculator · free · no signup · ETORQuantify eToro 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.
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 →About eToro
eToro (ETOR) is a public Fintech company, incorporated in D8. IPO'd May 14, 2025.
Last close: $39.02 per share (as of 2026-06-16).
HQ Israel; US-listed.
Equity grants at eToro typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
eToro Group Ltd. is an Israeli multinational company that operates an electronic trading platform and social trading system. The company is organized in the British Virgin Islands and headquartered in Tel Aviv, with a United States headquarters in Hoboken, New Jersey.
Source: Wikipedia (CC BY-SA 4.0)
eToro, founded in 2007 by brothers Yoni and Ronen Assia along with David Ring in Tel Aviv, operates a multi-asset retail brokerage built around copy trading, where users mirror trades from selected investors across stocks, ETFs, and crypto. The company priced its IPO at $52 per share on May 14, 2025, listing on Nasdaq under ticker ETOR at a roughly $4.3 billion valuation. By full-year 2025, eToro reported 3.85 million funded accounts, $18.4 billion in assets under administration, and $216 million in GAAP net income across 75 countries.
Sources: cnbc.com · investors.etoro.com · timesofisrael.com
Equity comp at eToro
- 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 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by eToro.
If a meaningful share of your net worth sits in ETOR, 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 ETOR's option-implied volatility.
Example: 5,000 ETOR shares at $39.02 is a $195,100 position. A 30% drawdown costs $58,530; a 50% drawdown costs $97,550; a 70% drawdown costs $136,570. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using ETOR's option-implied volatility and your cost basis.
All eToro tools → · Use the generic Stock Concentration Calculator for any company.
eToro equity questions
- How much ETOR 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 ETOR position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does eToro grant ISOs, NSOs, or RSUs?
- Equity compensation at eToro typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- When did the eToro IPO lockup expire?
- eToro (ETOR) went public on May 14, 2025. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around November 10, 2025. Confirm against your own grant paperwork, since some lockups release early or in stages.
- Do eToro RSUs use double-trigger vesting?
- No. eToro 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 eToro equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.