Search found 3 matches

by mocorroco
Thu Mar 12, 2020 6:24 pm
Forum: Personal Investments
Topic: TLH specific question - yup one more
Replies: 11
Views: 294

Re: TLH specific question - yup one more

"No, because the shares that were bought were then sold" I was not really satisfied with that answer so I am hoping for a better one. That is the correct answer though. You create a wash sale when you sell to take a loss but still hold shares in that fund that were bought within +/- 30 days (so-cal...
by mocorroco
Thu Mar 12, 2020 6:04 pm
Forum: Personal Investments
Topic: TLH specific question - yup one more
Replies: 11
Views: 294

Re: TLH specific question - yup one more

I am having the same problem understanding the wash sale rule. The White Coat Investor has this post: https://www.whitecoatinvestor.com/tax-loss-harvesting-vanguard/ where he did a back-to-back TLH: First, he exchanged VTIAX for VFWAX and harvested some losses. A few days later (less than 30 days), ...
by mocorroco
Wed Sep 11, 2019 3:36 pm
Forum: Personal Investments
Topic: Is this a bad time to buy shares of a bond index fund?
Replies: 20
Views: 2975

Is this a bad time to buy shares of a bond index fund?

I read a few posts on this topic on the forum but I was not able to find an answer to my question: I think I understand the logic behind not trying to time the market for stocks. However, It seems to me that bonds are different. We are right now at historically low-interest rates (high bond prices)....