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Re: Moving from stocks to mutual funds [Advice requested]

Tell us about the tax-loss harvesting that you have done over the years. Does the size of your current carryover realized losses exceed the taxable gains that you might incur? Wiki article link: Tax Loss Harvesting I don't think I've actually ever done any tax loss harvesting. However, my current g...
by punkisgreat
Fri Feb 15, 2013 12:23 am
 
Forum: Investing - Help with Personal Investments
Topic: Moving from stocks to mutual funds [Advice requested]
Replies: 15
Views: 775

Re: Moving from stocks to mutual funds [Advice requested]

Hey all, Thanks for all the advice. I guess my main concern was making such large moves in my portfolio, but I guess moving from high to low risk makes the moves much more tolerable. To clarify a couple points: I'm not looking to automate my selling, I'm looking to automate my investing in a mutual ...
by punkisgreat
Fri Feb 15, 2013 12:07 am
 
Forum: Investing - Help with Personal Investments
Topic: Moving from stocks to mutual funds [Advice requested]
Replies: 15
Views: 775

Re: Moving from stocks to mutual funds [Advice requested]

Zero . Yes . Sell them.* *OK, OK. It's not necessarily that simple. For stocks in the taxable account, there might be tax-planning reasons to hang on to them for the time being. Haha, awesome answer! And thanks for the welcome! Tax issues aside is it best to just sell them all at once? This would l...
by punkisgreat
Thu Feb 14, 2013 1:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: Moving from stocks to mutual funds [Advice requested]
Replies: 15
Views: 775

Moving from stocks to mutual funds [Advice requested]

Hey All, A little background: My dad and grandpa have helped set up a stock-portfolio for me. I've contributed since I started working some 10 years ago. At one point we caught a bit of Cramer fever (05 ish?) and ended up with some bad picks, that mostly due to inertia just never got back out of. So...
by punkisgreat
Thu Feb 14, 2013 12:35 pm
 
Forum: Investing - Help with Personal Investments
Topic: Moving from stocks to mutual funds [Advice requested]
Replies: 15
Views: 775

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