Hello bogleheads,
I have losses with IVV (iShares Core S&P 500 ETF) and I would like to Tax Los Harvest.
To which fund or ETF I can exchange to, so I can stay as close as possible to this index without triggering a wash sale?
Thank you for the advice and stay safe!
TLH plan exchange IVV to what?
TLH plan exchange IVV to what?
(1) save a lot, (2) select an asset allocation containing both stock and bond asset classes, (3) buy low cost, widely diversified funds, (4) allocate funds tax-efficiently, and (5) stay the course.
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DSInvestor
- Posts: 11414
- Joined: Sat Oct 04, 2008 11:42 am
Re: TLH plan exchange IVV to what?
VTI - Total Stock Market Index ETF.
ITOT - iShares Core S&P Total US Stock Market ETF.
ITOT - iShares Core S&P Total US Stock Market ETF.
Last edited by DSInvestor on Mon Mar 23, 2020 2:56 pm, edited 1 time in total.
Re: TLH plan exchange IVV to what?
I use IVV and ITOT as TLH partners. (iShares S&P 500 and iShares Total US Market).