The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (11068)	1/12/2000 9:42:00 PM
From: Alan Bell	Read Replies (2) of 15132

Justa, thanks for opening things up here. One thing the newsletter didn't talk about is tax consequences. For holdings that have less than 50% of their value as capital gains, a simple strategy of sell will work fine. But for holdings like his one in Portfolio 1 from Janus, 75% of its value is capital gain. It would take a 20% correction to break even on selling it. If one just sells the low gain funds, then one is left with only aggressive funds that are likely to take a big hit. What I am thinking about doing is hedging these aggressive funds with short QQQ. Thoughts? -- Alan

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