Nov 18
Tax Selling
Most investors are holding bond or equity investments that are well below the purchase price. Now is the time to look over those losses and sell to take advantage of tax losses. If one is holding an ETF such as Vanguard’s Large-Cap Value VTV, one could wait 31 days to repurchase the same ETF or substitute the IVE iShare that covers the same asset class.
Examine all tax portfolios and see if there are investments that can be sold for a loss. Sell either at market, place a limit order, or put in a trailing stop-loss order (TSLO).
Photograph: Great Blue Heron
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