I just added the “My Portfolio Asset Allocation” page. This can be accessed directly from the link listed on the rightmost column, under the “Author”, “Pages” heading.
The intention for this page is for it to be a good introduction to my portfolio. It will also link to my monthly and yearly updates.
Background
Many investors are aware that when they sell a mutual fund or stock with a gain, they have to pay capital gains taxes for it. On the other hand, if they sell with a loss, they can claim a tax loss on it, as long as the transaction does not run foul of the wash [...]
For various reasons already discussed (Should I convert…? and Is it worthwhile to pay the ETF conversion fee?), I recently converted my Vanguard Emerging Markets Index mutual fund holding (VEIEX) to the ETF class of the fund (VWO). The following is a review of the conversion process.
Prior to conversion
My VEIEX holding is in the taxable [...]
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