Mitesco, Inc. (MITI) Stock Concentration Calculator
Calculator · free · no signup · MITIQuantify Mitesco, Inc. concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
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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 Mitesco, Inc.
Mitesco, Inc. (MITI) is a public AI company, incorporated in Nevada and headquartered in Vero Beach, FL. IPO'd Feb 22, 2012.
OTC; AI infrastructure/data center holding company.
Equity grants at Mitesco, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Mitesco, Inc. began in 2009 as True Nature Holding and took the Mitesco name in April 2020, after building The Good Clinic, a chain of nurse-practitioner-staffed clinics. It shut that clinic business in 2024 and now runs two units: Centcore, LLC, which sells data-center colocation and cloud hosting from Melbourne, Florida, and Vero Technology Ventures, LLC, which invests in early-stage cloud software makers. On October 31, 2025, Mitesco drew $250,000 against a $1 million convertible note (a loan that can convert into company shares) from C/M Capital Master Fund to fund the data-center buildout.
Sources: sec.gov · globenewswire.com · nasdaq.com · globenewswire.com
Equity comp at Mitesco, Inc.
- Mitesco has no active equity incentive plan today. Its 2021 Omnibus Securities and Incentive Plan was terminated by the board on January 7, 2024, which also cancelled all previously granted stock options that had not yet been exercised, for stated technical and compliance reasons. Since then the company has compensated its board and advisory board members with direct restricted stock issuances outside of any formal incentive plan, rather than through RSU or option grants with standard vesting terms.
Researched 2026-07-23.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Mitesco, Inc..
If a meaningful share of your net worth sits in MITI, 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 MITI's option-implied volatility.
All Mitesco, Inc. tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Mitesco, Inc. equity questions
- How much MITI 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 MITI position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Mitesco, Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at Mitesco, Inc. typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
One piece of the puzzle.
OptionsAhoy plans your Mitesco, Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.