S&P Global (SPGI) Stock Concentration Calculator
Calculator · free · no signup · SPGIQuantify S&P Global 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 S&P Global
S&P Global (SPGI) is a public Data company, incorporated in New York and headquartered in New York, NY.
Equity grants at S&P Global typically include restricted stock units (RSUs).
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York. Its primary areas of business are financial information, analytics, and energy and commodities intelligence. It is the parent company of S&P Global Ratings, S&P Global Energy, S&P Global Market Intelligence, S&P Global Mobility, and the Indian credit rating agency CRISIL. It is also the majority owner of the S&P Dow Jones Indices joint venture. "S&P" is a shortening of "Standard and Poor's."
Source: Wikipedia (CC BY-SA 4.0)
Henry Varnum Poor began publishing railroad financial data in 1860, and Standard Statistics merged in with it in 1941. Ratings are the profit engine: issuers pay to have debt rated, and the business is effectively a duopoly with Moody's, which draws recurring regulatory scrutiny after the structured finance failures of 2008. Market intelligence, the S&P Dow Jones index franchise including the S&P 500, and commodity price assessments through Platts round out the company. IHS Markit merged in during 2022. Headquarters are in New York City.
Sources: spglobal.com · en.wikipedia.org
Equity comp at S&P Global
- 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 S&P Global.
If a meaningful share of your net worth sits in SPGI, 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 SPGI's option-implied volatility.
All S&P Global tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
S&P Global equity questions
- How much SPGI 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 SPGI position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does S&P Global grant ISOs, NSOs, or RSUs?
- Equity compensation at S&P Global typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do S&P Global RSUs use double-trigger vesting?
- No. S&P Global 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 S&P Global equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.