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Mope writes:
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 positions.

The next trading day, make your sells and satisfy your margin debt, plus your year and a day holding period.

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