VXUS - Did Tax Loss Harvesting Improve My Well-Valued Income Portfolio?
- Readers have expressed interest in what I'm invested in. Here I review my current holdings, the rationale for owning them, and their performance.
- I then examine the sales I have made in this portfolio, looking at how the stocks I have sold have gone on to perform.
- Most of my sales were to harvest tax losses. I compare the ongoing performance of the stocks I bought as replacements with that of those I sold.
- Readers can benefit by avoiding several investing mistake identified here as well as by running similar analyses against their own trading activity.
For further details see:
Did Tax Loss Harvesting Improve My Well-Valued Income Portfolio?