Craft Pod is one way to diversify a concentrated stock position without selling immediately and triggering capital gains taxes. But it’s not the only option.
Other common strategies include:
Selling and reinvesting: Simple, but you pay taxes right away.
Traditional exchange funds: Pool stock with others to defer taxes.
Financial instruments: Use collars or options to hedge your stock (can be expensive and complex).
Margin loans: Borrow against your stock to get liquidity without selling (but you still pay interest and remain exposed to market risk).
Charitable donations: Gift stock to a charity for a tax deduction.
Each of these has trade-offs. For example, borrowing means paying interest and keeping market exposure. Hedging is complex and costly. Standard exchange funds often have long lock-ups and provide only financial diversification with no personal perks.
Craft Pod was designed to solve these issues by combining tax-efficient diversification and additional benefits. Like an exchange fund, you contribute stock and defer capital gains while receiving a diversified portfolio. But unlike most financial-only solutions, Craft’s portfolio includes real, tangible assets — private jets — that you also get to use.
In effect, Craft Pod converts a concentrated stock position into a diversified investment that also gives you private aviation access. Other strategies simply can’t offer that.
It’s a unique choice for investors looking to reduce single-stock risk without “burning” wealth on taxes or fees. While the best strategy depends on your needs, Craft Pod stands out by blending portfolio diversification, tax deferral, and lifestyle benefits that traditional methods don’t match.
Please read our full disclosures before making an investment decision.