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  • How Rebalancing Added Over 2% to the Returns of a Simple ETF Portfolio [View article]
    I reduce taxes and transaction costs doing this by sweeping
    all dividends to cash/mmkt and take that plus new deposits
    to buy whatever is down below target allocation.

    With this method, you can not only reduce cap gains after sales,
    but also perform some strategic changes in asset allocation targets.
    So if you are very bearish on stocks, your next purchases are based on a new target. If you must sell, I still avoid taxes by doing most of my selling inside 401k and IRA accounts (move them back and forth between bonds and stocks as needed, but mostly just buy new assets in taxable accounts).
    Oct 16 12:53 pm |Rating: 0 0 |Link to Comment
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