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[[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
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