Stanley Black & Decker (SWK) Stock Concentration Calculator
Calculator · free · no signup · SWKQuantify Stanley Black & Decker 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 Stanley Black & Decker
Stanley Black & Decker (SWK) is a public Industrial company, incorporated in Connecticut and headquartered in New Britain, CT.
Last close: $98.4 per share (as of 2026-08-19).
Equity grants at Stanley Black & Decker typically include restricted stock units (RSUs).
Stanley Black & Decker, Inc., formerly known as The Stanley Works, is an American manufacturer of industrial tools and household hardware, and a provider of security products. Headquartered in the Greater Hartford city of New Britain, Connecticut, Stanley Black & Decker is the result of the merger of The Stanley Works and Black & Decker on March 12, 2010.
Source: Wikipedia (CC BY-SA 4.0)
The 2010 merger joined Stanley Works, a tool maker since 1843, with Black & Decker, and the combined company sells hand tools, power tools, and outdoor equipment largely through big-box retailers. Retail concentration is the structural weakness: a small number of customers control shelf space and negotiate hard. DeWalt and Craftsman are the brands that carry pricing power. Post-pandemic inventory correction forced a multi-year cost reduction program. Headquarters are in New Britain, Connecticut.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Stanley Black & Decker.
If a meaningful share of your net worth sits in SWK, 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 SWK's option-implied volatility.
Example: 5,000 SWK shares at $98.4 is a $492,000 position. A 30% drawdown costs $147,600; a 50% drawdown costs $246,000; a 70% drawdown costs $344,400. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using SWK's option-implied volatility and your cost basis.
All Stanley Black & Decker tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Stanley Black & Decker equity questions
- How much SWK 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 SWK position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Stanley Black & Decker grant ISOs, NSOs, or RSUs?
- Equity compensation at Stanley Black & Decker typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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