HII (HII) Stock Concentration Calculator
Calculator · free · no signup · HIIQuantify HII 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 HII
HII (HII) is a public Aerospace/Defense company, incorporated in Delaware and headquartered in Newport News, VA.
Equity grants at HII typically include restricted stock units (RSUs).
Huntington Ingalls Industries, Inc., (HII) is the largest military shipbuilding company in the United States as well as a provider of professional services to partners in government and industry. HII was formed on March 31, 2011, as a divestiture from Northrop Grumman.
Source: Wikipedia (CC BY-SA 4.0)
Northrop Grumman spun off its shipbuilding division in 2011, creating the largest military shipbuilder in the United States. Newport News Shipbuilding in Virginia is the only yard that builds nuclear aircraft carriers and one of two that build submarines; Ingalls in Mississippi builds amphibious ships and destroyers. Mission Technologies adds unmanned systems and defense services. Revenue depends almost entirely on Navy shipbuilding budgets, and results turn on labor availability and multi-year fixed-price contract execution rather than product cycles.
Sources: hii.com · en.wikipedia.org
Equity comp at HII
- 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 HII.
If a meaningful share of your net worth sits in HII, 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 HII's option-implied volatility.
All HII tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
HII equity questions
- How much HII 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 HII position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does HII grant ISOs, NSOs, or RSUs?
- Equity compensation at HII typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do HII RSUs use double-trigger vesting?
- No. HII 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.
Find another companyAerospace/Defense peers
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OptionsAhoy plans your HII equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.