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Any "tricks" to rebalancing portfolio without paying a lot of taxes?
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Date: July 7th, 2025 2:33 PM Author: Odious Doctorate Trust Fund PLTR is now like 20% of our NW and wife is saying we need to rebalance or whatever but that means LTCG and seems dumb to me to pay those rather than just slide and let do.
When people "rebalance" portfolios they just sell stock and pay taxes? aren't there any tricks that Boomers do here to save money? |
Date: July 7th, 2025 2:36 PM Author: lime electric voyeur circlehead boomers had a solution. just have your income go up 70% annually for life then you wont ever have to give a fuck about it. (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079423) |
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Date: July 7th, 2025 2:37 PM Author: blue motley gay wizard you're going to sell eventually and pay LTCG, so why does it matter when you do it? (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079428) |
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Date: July 7th, 2025 2:40 PM Author: Odious Doctorate Trust Fund I'm sure there's a great response from bogleheads about all the things your post gets wrong or doesn't consider and I incorporate that here. (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079440) |
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Date: July 7th, 2025 2:50 PM Author: flickering maroon native haunted graveyard (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079469) |
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Date: July 7th, 2025 4:32 PM Author: vigorous dog poop cr, and they'll probably raise LTCG tax at some point in the future, so better to do it now! (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079922) |
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Date: July 7th, 2025 2:42 PM Author: Sinister Shaky Private Investor Other than making sure to wait until they're all long gains nothing much you can do. If you made 20%+ annualized you're still coming out ahead vs just buy and holding SPY. (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079446) |
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Date: July 7th, 2025 2:47 PM Author: Charismatic knife hall Buy some PLTR puts or LEAPS to hedge and lock in your gains. It’s one transaction, no taxable event, and should only cost a small fraction of your position. Then wait until you’ve held your PLTR shares for 12 months to cop dat 15% gains tax (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079459) |
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Date: July 7th, 2025 2:48 PM Author: Carmine pit scourge upon the earth Rebalance by buying other things with cash on hand (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079462) |
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Date: July 7th, 2025 2:51 PM Author: Sinister Shaky Private Investor won't work if you have a very large portfolio and with individual stock you really want to lock in big gains. (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079474) |
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Date: July 7th, 2025 2:51 PM Author: exciting roast beef shrine this is the best option but doesn't work when your portfolio gets too lopsided (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079475) |
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Date: July 7th, 2025 2:51 PM Author: flickering maroon native haunted graveyard take out a margin loan on your equity and buy new stonks until it all "balances" out. (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079473) |
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Date: July 7th, 2025 2:54 PM Author: exciting roast beef shrine pltr shouldn't dominate your portfolio but instead be one of a number of speculative bets you made a few years back. some of those other speculative bets should have gone down a lot. you should be able to offset the LTCG from pltr with LTCL from other bets. (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079482) |
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Date: July 7th, 2025 3:02 PM Author: Fantasy-prone Azure Boistinker This is the way. I bought it along with xoVERB and xoJUMIA, both of which failed miserably. (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079515) |
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Date: July 7th, 2025 3:04 PM Author: Fragrant dark ratface To be fair,
CR OP fucked up by not picking more big losers IMO.
Seems like the kind of retard who also buys low and sells high. |
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Date: July 7th, 2025 3:04 PM Author: Odious Doctorate Trust Fund I have some losers i can get rid of now but wont amount to that much. (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079522) |
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Date: July 7th, 2025 4:07 PM Author: dashing halford headpube AQR Flex if you're rich (http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2)#49079805) |