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Strategies & Market Trends : Young and Older Folk Portfolio
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red cardinal
To: casualguru who wrote (912)4/13/2022 8:33:53 AM
From: chowder1 Recommendation   of 21917
 
I don't know the percentage of adjustments for each account, but adjustments are being made in both the taxable and tax-deferred accounts. I do not allow the tax man to determine whether my choice of what company should be managed or not. If it calls for something to be trimmed or sold in order to insure the objectives of the portfolio are being met, then a "success tax" will just have to be paid.

I have made an attempt to hold the same companies in both the taxable and tax-deferred accounts so profits could be taken in the tax-deferred and tax losses in the taxable, but sometimes a move has to be made in both accounts.

I decide what is worse -- paying the tax or having the market take the capital gains away. When paying the tax I keep most of the profit. When the market takes the gains away I get none of the profit.

The taxable account is 3x the size of the tax-deferred account so it's going to be impossible to avoid taxes.
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