Search results

  1. P

    Portfolio advice, unsure if rebalancing and realizing gains is needed

    @vanquy3009 Assuming these holdings are entirely in a taxable brokerage account? If so, unless you need the funds right now for some reason I would rebalance the portfolio by changing where the funds going in are allocated over time vs. taking a tax hit now just to reposition. To your questions...
Back
Top