1. It doesn't matter.What is the most efficient way to rebalance a retirement tax advantaged account with a 2 fund portfolio?
1. First question is are mutual funds better or etfs better and if so, why?
2. After determining what is the better instrument to hold and use what is the best way to rebalance them? For example if your portfolio is 65% stocks and 35% bonds and you need 60% stocks and 40% bonds what is the best way to rebalance the two to minimize any slippage?
2. By reinvesting dividends in bonds, and selling shares with losses, or, barring that, the shares with gains that have the smallest tax impact, taking into account both basis and holding period.
Statistics: Posted by toddthebod — Sat May 04, 2024 8:55 pm — Replies 1 — Views 61