Newmont (NEM) Stock Concentration Calculator
Calculator · free · no signup · NEMQuantify Newmont 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 Newmont
Newmont (NEM) is a public Industrial company, incorporated in Delaware and headquartered in Denver, CO.
Last close: $115.98 per share (as of 2026-08-18).
Equity grants at Newmont typically include restricted stock units (RSUs).
Newmont Corporation is an American gold mining company based in Denver, Colorado. It is the world's largest gold mining corporation. Incorporated in 1921, it holds ownership of gold mines in the United States, Canada, Mexico, the Dominican Republic, Australia, Ghana, Argentina, Peru, and Suriname. Newmont is also a partial owner of Nevada Gold Mines in Nevada with Barrick Mining being the majority owner and operator. In addition to gold, Newmont mines copper, silver, zinc and lead.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 1921 as a holding company, the business is now the largest gold producer in the world, expanded by the 2023 acquisition of Newcrest Mining. Mining economics are the inverse of most manufacturers: the selling price is set entirely by a global commodity market, so management controls only cost per ounce and which deposits get developed. Reserve replacement is a permanent obligation because every mine depletes. Copper output from existing deposits has become a strategic byproduct. Headquarters are in Denver.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Newmont.
If a meaningful share of your net worth sits in NEM, 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 NEM's option-implied volatility.
Example: 5,000 NEM shares at $115.98 is a $579,900 position. A 30% drawdown costs $173,970; a 50% drawdown costs $289,950; a 70% drawdown costs $405,930. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using NEM's option-implied volatility and your cost basis.
All Newmont tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Newmont equity questions
- How much NEM 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 NEM position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Newmont grant ISOs, NSOs, or RSUs?
- Equity compensation at Newmont typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your Newmont equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.