Ray, thanks for the input. I handle my money myself and am not about to try to time the market. I just keep reading in Money (i know, i know) that you should rebalance once a year. I haven’t done that yet, but was thinking this might not be the ideal time for that. Thanks again.
Just be methodical. If you rebalance last year at this time, do it again this year. Pick something and stick to it.
I personally think that it is easier with the creation of ETF to manage and maximise tax loss.
For instance you own Cohen and Steers Real Estate Mutual Fund CSRSX. You are down 3000 in December. You like have this as part of a diversified portfolio. You sell this and book the tax loss but you cover yourself by buying the ETF ICF.
Just be methodical. If you rebalance last year at this time, do it again this year. Pick something and stick to it.
I personally think that it is easier with the creation of ETF to manage and maximise tax loss.
For instance you own Cohen and Steers Real Estate Mutual Fund CSRSX. You are down 3000 in December. You like have this as part of a diversified portfolio. You sell this and book the tax loss but you cover yourself by buying the ETF ICF.
Just be methodical. If you rebalance last year at this time, do it again this year. Pick something and stick to it.
I personally think that it is easier with the creation of ETF to manage and maximise tax loss.
For instance you own Cohen and Steers Real Estate Mutual Fund CSRSX. You are down 3000 in December. You like have this as part of a diversified portfolio. You sell this and book the tax loss but you cover yourself by buying the ETF ICF.
Just be methodical. If you rebalance last year at this time, do it again this year. Pick something and stick to it.
I personally think that it is easier with the creation of ETF to manage and maximise tax loss.
For instance you own Cohen and Steers Real Estate Mutual Fund CSRSX. You are down 3000 in December. You like have this as part of a diversified portfolio. You sell this and book the tax loss but you cover yourself by buying the ETF ICF.
Just be methodical. If you rebalance last year at this time, do it again this year. Pick something and stick to it.
I personally think that it is easier with the creation of ETF to manage and maximise tax loss.
For instance you own Cohen and Steers Real Estate Mutual Fund CSRSX. You are down 3000 in December. You like have this as part of a diversified portfolio. You sell this and book the tax loss but you cover yourself by buying the ETF ICF.
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