Nike (NKE) Stock Concentration Calculator

Calculator · free · no signup · NKE

Quantify Nike 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

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
−$150,000
If 50% drop
−$250,000
If 70% drop
−$350,000

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).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

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.

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Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

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.

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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About Nike

Nike (NKE) is a public Other company, incorporated in Oregon and headquartered in Beaverton, OR.

Equity grants at Nike typically include restricted stock units (RSUs).

Nike, Inc. is an American athletic footwear and apparel corporation headquartered near Beaverton, Oregon. It is the world's largest supplier of athletic shoes and apparel and a major manufacturer of sports equipment, with revenue in excess of US$46 billion in its fiscal year 2022.

Source: Wikipedia (CC BY-SA 4.0)

Phil Knight and coach Bill Bowerman founded Blue Ribbon Sports in 1964, importing Japanese running shoes, and renamed it Nike in 1971 after the Greek goddess of victory. Athlete endorsement built the brand, with the 1984 Michael Jordan signing creating a franchise that still operates as its own division. The company designs and markets while contract manufacturers in Asia produce, an arrangement that drew labor criticism in the 1990s and reshaped its supply chain disclosure. Direct-to-consumer sales through apps and stores now carry strategy. Headquarters are near Beaverton, Oregon.

Sources: about.nike.com · en.wikipedia.org

Equity comp at Nike

  • 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 Nike.

If a meaningful share of your net worth sits in NKE, 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 NKE's option-implied volatility.

All Nike tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Nike equity questions

How much NKE 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 NKE position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Nike grant ISOs, NSOs, or RSUs?
Equity compensation at Nike typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Nike RSUs use double-trigger vesting?
No. Nike 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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