# Welcome to Cache

Select your investor type

[Investor](https://usecache.com/companion#)

You are an individual or entity investing your own capital.

[Advisor](https://usecache.com/companion#)

You are a financial intermediary representing clients you manage.

Mark sent you an exclusive invite to invest with Cache.

When you sign up for Cache using Mark's unique referral link, you both get $100,000 managed free for one year.

[Got it](https://usecache.com/companion#)

# The Cache Companion

Explore expert insights and practical strategies to help manage your concentrated stock positions.

## Resources

- [Exchange Funds](https://usecache.com/companion-category/exchange-funds)
- [Long/Short](https://usecache.com/companion-category/long-short)
- [Stock Management](https://usecache.com/companion-category/stock-management)
- [Financial Planning](https://usecache.com/companion-category/financial-planning)
- [Cache Updates](https://usecache.com/companion-category/cache-updates)

# Featured articles

[**2025 Wrapped: Scaling to $1B+ With Precision — and What’s Next**](https://usecache.com/companion/2025-wrapped-scaling-to-1b-with-precision-and-whats-next)

[**What is an Exchange Fund?**](https://usecache.com/companion/what-is-an-exchange-fund)

[**How do exchange funds work? The ultimate guide**](https://usecache.com/companion/how-exchange-funds-work)

[**How Cache Built the Modern Exchange Fund with 99% Correlation**](https://usecache.com/companion/how-cache-built-the-modern-exchange-fund-with-99-correlation)

[**Cache Surpasses $1 Billion in Assets: How We Reawakened a Dormant Category**](https://usecache.com/companion/cache-surpasses-1-billion-in-assets-how-we-reawakened-a-dormant-category)

## Stories we're following

- [Tech Employees Want to Diversify](https://www.bloomberg.com/opinion/articles/2024-04-11/tech-employees-want-to-diversify)
- [Avoiding Trap Of Portfolio Concentration Risk – In Conversation With Cache](https://www.familywealthreport.com/article.php/Avoiding-Trap-Of-Portfolio-Concentration-Risk-%E2%80%93-In-Conversation-With-Cache--?id=204015)
- [Too Much Google, Tesla, Nvidia? | Wes Gray & Srikanth Narayan Explain a Smarter Way Out](https://www.youtube.com/watch?v=TfVCEjTM1zk)

## Guides & Articles

### Exchange Funds

Get a detailed view inside exchange funds. This definitive guide includes examples and details from setup to redemption to taxation.

- **What is an Exchange Fund?**
- **How Cache Built the Modern Exchange Fund with 99% Correlation**
- **How do exchange funds work? The ultimate guide**
- **List of exchange funds — providers and product details**

### Long/Short

Learn how a long/short strategy can help you diversify a highly appreciated portfolio while minimizing the tax impact along the way.

- **Tax‑Aware Long-Short Investing, Explained**
- **Two Paths to Tax-Efficient Diversification: Exchange Fund and Tax-Aware Long/Short**
- **List of Tax-Aware Long/Short Providers**

### Stock Management

Learn how to manage concentrated stock positions, borrow against stocks, and more.

- **Understanding Equity Compensation: An Employee's Guide**
- **5 Effective Ways to Diversify a Concentrated Stock Position**
- **Collar Advance: A Simpler Approach to Variable Prepaid Forward Contracts**

### Financial Planning

Stocks are just one part of a holistic financial plan. Here we delve into strategies and market insights that will help you consider the bigger picture.

- **The Hidden Risk in Your Portfolio, and How to Fix It**
- **Managing Tax Drag When Diversifying Your Portfolio**
- **To sell or not to sell (your RSUs)? Consider these key factors.**
- **Why Every Investor Should Consider A Donor-Advised Fund**

### Cache Updates

Discover what’s new with Cache and our funds. Meet our team, check out our performance, and more.

- **Cache Surpasses $1 Billion in Assets: How We Reawakened a Dormant Category**
- **2025 Wrapped: Scaling to $1B+ With Precision — and What’s Next**
- **Announcing our ‘Flagship Series’ Exchange Funds for Qualified Purchasers**
- **Cache Exchange Funds Q3 2025: Official Results**
- **How Cache secures your assets while protecting your wealth**