Thank you, both. I'm going to do it myself. I have the following TLH strategy going forward:
Jan 1, Apr 1, Jul 1, Oct 1: Buy primary ETF, sell surrogate ETF
Feb 15, May 15, Aug 15, Nov 15: Buy surrogate ETF, sell primary ETF
I probably shouldn't be too rigid about the 45 day spacings as market conditions may indicate adjustments of +/- xx days are needed. As an example, I am no longer able to harvest losses today even though today falls on a planed date. I could have harvested losses about a week or so ago.
Jan 1, Apr 1, Jul 1, Oct 1: Buy primary ETF, sell surrogate ETF
Feb 15, May 15, Aug 15, Nov 15: Buy surrogate ETF, sell primary ETF
I probably shouldn't be too rigid about the 45 day spacings as market conditions may indicate adjustments of +/- xx days are needed. As an example, I am no longer able to harvest losses today even though today falls on a planed date. I could have harvested losses about a week or so ago.
Statistics: Posted by Iamlearning — Thu Aug 15, 2024 12:43 pm — Replies 43 — Views 5484
