A well-built investment portfolio always takes deliberate steps to minimize the threat of taxes to the greatest degree possible. I know it sounds complicated, but it’s not.
Aside from practicing smart asset location and owning investments that designed to reduce tax liabilities (see index ETFs), there are other simple ways to reduce the tax bite.
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Tags: capital gains, capital losses, commodities, inverse equity etfs, investment portfolio, portfolio report card, tax efficiency, tax loss harvesting, taxable account, Utilities, volatility
What’s a telltale sign of a poorly designed investment portfolio? Answer: A portfolio that underperforms indexed yardsticks. Is it reasonable to expect this type of portfolio which is unable to deliver satisfactory results during a favorable stock market climate to miraculously thrive during an uncooperative market? Answer: Absolutely not!
This is one of the reasons why identifying the strengths and weaknesses of your portfolio is so important: because it gives you an immediate point of reference by telling us whether you are progressing or digressing financially.
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