You should always used SpecID for the shares and should always look at what lots are being sold anyway, so you are not creating more work by doing DCAHello Bogleheads.
I have recently started automatic DCA investments every week in my taxable account. The reason I like to do the DCA with auto investments is otherwise if I lump sum it creates a lot of anxiety so either I don't do it or then I watch the market all the time worried that I invested at the wrong time.
I probably won't start selling the investments for 10 years. When I start selling is it going to create an issue trying to figure out which lots are being sold and an accounting nightmare later on? Is there something else I should be doing (other than lump sum) to make it easier later on?
Thanks!
Statistics: Posted by muffins14 — Thu Dec 05, 2024 6:50 am — Replies 13 — Views 763