Look to see if you can harvest any tax losses. If yes, keep the results in cash and sell something else for cash equal to your losses [no capital gain tax].
I can't see your portfolio so this may or may not be helpful. Good Luck.
Search found 2 matches
- Thu May 12, 2022 2:58 pm
- Forum: Permanent Portfolio Discussion
- Topic: Rebalancing advice needed
- Replies: 25
- Views: 8672
- Thu Dec 16, 2021 1:51 pm
- Forum: Permanent Portfolio Discussion
- Topic: Editors pick on Seeking Alpha
- Replies: 3
- Views: 1985
Re: Editors pick on Seeking Alpha
The article on pg 4 says that stocks IVV has a CAGR of 5% and 0n pg 6 the PP has the same CAGR over a long time period. For the last five years ,stocks have averaged 18% and the PP 9%. This indicates to me that stocks will go down sometime in the future and gld,or tlt or cash will go up. I am stayin...