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Personal Investments • Comparing 3 fund portfolio by different brokers

If your present asset allocation is appropriate for you, then just sell everything and buy the two or three funds you want. This is a lateral move without tax consequences. It doesn't matter how much profit or loss you have in any fund or in total.

Statistics: Posted by Doctor Rhythm — Wed Jun 26, 2024 12:55 am — Replies 7 — Views 958



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