Search found 7 matches

by lswswein
Tue Nov 20, 2012 9:07 pm
Forum: Personal Investments
Topic: Tax Loss Harvesting - Mistake
Replies: 5
Views: 845

Re: Tax Loss Harvesting - Mistake

thanks livesoft. I have started reading the IRS Pub 550. Yes I can salvage the tax loss when I sell the Pac Idx shares again.
thanks
-h
by lswswein
Tue Nov 20, 2012 8:41 pm
Forum: Personal Investments
Topic: Tax Loss Harvesting - Mistake
Replies: 5
Views: 845

Re: Tax Loss Harvesting - Mistake

I don't see a problem. You have a wash sale, but it is not illegal and there is no penalty. Simply follow the IRS instructions which are extremely clear. Sell your new Vang Pac Idx Fund shares to complete what you wanted to do. No problems that I can see. I agree nothing illegal and no penalty. But...
by lswswein
Tue Nov 20, 2012 8:31 pm
Forum: Personal Investments
Topic: Tax Loss Harvesting - Mistake
Replies: 5
Views: 845

Tax Loss Harvesting - Mistake

Hi I am asking for help about a mistake I did with my Tax loss Harvesting. Here is what happened 1)On Nov 19th Exchanged Vang Pacific Stock Idx Adm Shares -> Vang Prime Money Mkt; Realized Loss of about $2,000 2)On Nov 19th Exchanged Van Euro Stock Idx Adm Shares -> 50% Vang Fed Money Mkt & 50% ...
by lswswein
Wed Jan 02, 2008 10:54 am
Forum: Investing - Theory, News & General
Topic: 2008 BOGLEHEAD CONTEST REGISTRATION
Replies: 317
Views: 80544

1499

-h
by lswswein
Mon Apr 30, 2007 12:15 am
Forum: Investing - Theory, News & General
Topic: US versus Intl. value tilt: Does it make a difference?
Replies: 16
Views: 7360

Hi Robert That's an interesting analysis. The fact that the difference is only 5% between the P1(0.4:0.4) & P2(0.6:0.2) and the increase in ER going from US Value vs Intl Value might mean that the difference is negligible. Would it be possible for you to do a similar study for Small? Because Int...
by lswswein
Wed Apr 25, 2007 1:04 am
Forum: Investing - Theory, News & General
Topic: Analysis of relative diversification effects
Replies: 18
Views: 13022

Hi Robert
Great analysis. A question about the funds you are using in your AA you referenced in 57771. Are you using Vanguard funds for most of the asset classes? Also what are you using for Micro and Intl Small?

thanks
-h
by lswswein
Tue Apr 24, 2007 1:00 am
Forum: Investing - Theory, News & General
Topic: Take that EMH!
Replies: 12
Views: 4264

This is from the man himself: In his rare discussions of trading, the Renaissance president emphasizes that trading opportunities are by their nature small and fleeting. "Efficient market theory is correct in that there are no gross inefficiencies ," Simons told the Greenwich Roundtable la...