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Old 05-09-2022, 04:28 PM   #12726
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Quote:
Originally Posted by Hog's Gone Fishin View Post
I have a stuped question for the smart people here. My long term portfolio is bleeding just like everyone elses. The stocks I have are mixed , mutual funds , ETF's , tech stocks etc...

Would it be smart , right now, to go ahead and harvest for taxes and move to index funds. We know it ALWAYS goes back up. But the implication of tax harvesting is a real thing that can put money back in your pocket.

Even if you're say bag holding NFLX and just move that money over too AAPL wouldn't it benefit a person best to do that???? You're claimin the loss and getting in AAPL at a great entry.
I never like to think about this question. My general thinking is that it's always going to be better to sell higher because I'd rather pay 15 percent of a gain than take a loss But maybe if you're wanting to sell some stuff that's still up from where you bought it, it's a good time to sell some stuff where you're losing money and offset that tax hit.

But overall, I'd rather sell everything at a gain.
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