Message Font: Serif | Sans-Serif
UnThreaded | Threaded | Whole Thread (7) | Ignore Thread Prev | Next
Author: TMFTaxes Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 124776  
Subject: Re: Annual Rebalancing Strategies? Date: 7/14/1999 10:22 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
[[How can I conduct annual rebalancing of my portfolio every
December/January while maintaining the year+1 day holding period
without going short term some years? The trick is I always want to
rebalance at the end of December/January (you know the drill).

Easy. Do your buys before your sells. Purchase the stocks for your screen the
day before you sell them, leveraged 100% on margin against your currently held

BUT...if you have a loss on one of these shares that you will be buying back, be careful of the wash sale rules. Other than wash sale issues, this will work just fine.

To read more about wash sales, see my post on that very subject in the Taxes FAQ area.

TMF Taxes
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (7) | Ignore Thread Prev | Next


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.