New tax plan - have to sell oldest shares first. Would a "simple portfolio" become sub-optimal?

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patient_investor
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New tax plan - have to sell oldest shares first. Would a "simple portfolio" become sub-optimal?

Post by patient_investor » Mon Nov 20, 2017 1:59 pm

Under the senate tax proposal, investors would have to sell their oldest shares first, which typically results in a larger capital gain.

If this goes through, would it make sense to invest in different "copies" of the same index (like BND, AGG, SCHZ...) instead of choosing just one?
I know this goes against simplicity. But presumably it allows more control and flexibility in tax loss/gain harvesting.

What do you think?

patient_investor.

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prudent
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Re: New tax plan - have to sell oldest shares first. Would a "simple portfolio" become sub-optimal?

Post by prudent » Mon Nov 20, 2017 2:17 pm

Topic is locked (proposed legislation is off-topic).

See Political comments and proposed tax plan remain off-topic for more explanation.

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