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Any "tricks" to rebalancing portfolio without paying a lot of taxes?

PLTR is now like 20% of our NW and wife is saying we need to...
razzle cobalt becky corner
  07/07/25
boomers had a solution. just have your income go up 70% annu...
honey-headed chad
  07/07/25
you're going to sell eventually and pay LTCG, so why does it...
Supple Shaky Cuck
  07/07/25
I'm sure there's a great response from bogleheads about all ...
razzle cobalt becky corner
  07/07/25
...
Lavender fragrant cumskin
  07/07/25
cr, and they'll probably raise LTCG tax at some point in the...
concupiscible embarrassed to the bone school cafeteria pistol
  07/07/25
Other than making sure to wait until they're all long gains ...
Very Tactful Selfie Fortuitous Meteor
  07/07/25
Buy some PLTR puts or LEAPS to hedge and lock in your gains....
Odious dragon goal in life
  07/07/25
Rebalance by buying other things with cash on hand
Hot heaven
  07/07/25
won't work if you have a very large portfolio and with indiv...
Very Tactful Selfie Fortuitous Meteor
  07/07/25
this is the best option but doesn't work when your portfolio...
zippy dark queen of the night kitchen
  07/07/25
take out a margin loan on your equity and buy new stonks unt...
Lavender fragrant cumskin
  07/07/25
pltr shouldn't dominate your portfolio but instead be one of...
zippy dark queen of the night kitchen
  07/07/25
This is the way. I bought it along with xoVERB and xoJUMIA, ...
Cracking codepig
  07/07/25
To be fair, CR OP fucked up by not picking more big loser...
tripping house
  07/07/25
I have some losers i can get rid of now but wont amount to t...
razzle cobalt becky corner
  07/07/25
AQR Flex if you're rich
Rusted underhanded pit
  07/07/25


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Date: July 7th, 2025 2:33 PM
Author: razzle cobalt becky corner

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?

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079415)



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Date: July 7th, 2025 2:36 PM
Author: honey-headed chad

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: Supple Shaky Cuck

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: razzle cobalt becky corner

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: Lavender fragrant cumskin



(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: concupiscible embarrassed to the bone school cafeteria pistol

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: Very Tactful Selfie Fortuitous Meteor

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: Odious dragon goal in life

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: Hot heaven

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: Very Tactful Selfie Fortuitous Meteor

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: zippy dark queen of the night kitchen

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: Lavender fragrant cumskin

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: zippy dark queen of the night kitchen

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: Cracking codepig

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: tripping house

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.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079521)



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Date: July 7th, 2025 3:04 PM
Author: razzle cobalt becky corner

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: Rusted underhanded pit

AQR Flex if you're rich

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079805)