Smart Potfolios

A place to talk about speculative investing ideas for the optional Variable Portfolio

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Kbg
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Smart Potfolios

Post by Kbg » Fri Oct 26, 2018 9:23 am

I hope some folks who have been in on the rebalancing and tax loss harvesting discussions see this. There is an excellent book by Robert Carver called Smart Portfolios. There is ton of good info in this book and depending on your interests much of it may not be of interest, but there is some outstanding info on rebalancing, costs, tax affects etc.

https://www.harriman-house.com/smart-portfolios

Unfortunately there are no TOCs I could find. It’s also on amazon.

Anywho...there’s some excellent treatment of the things we’ve discussed. Side note...probably the highest quality book in its construction I’ve ever bought. (I bought direct from the publisher when it first came out.)
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