Tidal Trust II Stock Concentration Calculator

Calculator · free · no signup · pre-IPO

Quantify Tidal Trust II concentration risk. Drawdown impact at 30 / 50 / 70%, with the trade-off between selling down and hedging — tax-aware.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

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Position & portfolio

35%
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%.

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax
Wealth (3y)$972,590
+$49,522 vs.

Tax
Wealth (3y)$1M
+$106,695 vs.

Tax
Wealth (3y)$1.1M
+$172,106 vs.

Wealth over time

Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$841,272$970,043$1,098,815$1,227,587Yr 0Yr 1Yr 2Yr 3

Build your own plan

Toggle each cell. Sell buttons show the slice — rebalances live.
Year 1
Year 2
Year 3
Tax$253,180
Hedge cost$38,908
Wealth at Y3$1,141,624
Vs. best fixed plan+$46,450

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.

About Tidal Trust II

Tidal Trust II is a public Other company. IPO'd Apr 27, 2026.

Equity grants at Tidal Trust II typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).

Tidal Trust II (undefined) is a public Other company. IPO'd Apr 27, 2026. If a meaningful share of your net worth sits in undefined, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) and hedging (option premium drag) — auto-filled with undefined's option-implied volatility.

All Tidal Trust II tools → · Use the generic Stock Concentration Calculator for any company.

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