Archive for December, 2008

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Tradeking is holding my money hostage

Wednesday, December 10th, 2008

Recently, due to my tax loss harvesting transactions, I decided to move part of my portfolio to Tradeking and try them out. Because Tradeking has an ACH limitation of $10,000 per transaction, I had to split up my transfers into chunks of this size or smaller to have my money transferred. Tradeking happily accepted the [...]

Posted in Brokerage, Investing | 15 Comments »

Sequence for ETF tax-loss harvesting

Friday, December 5th, 2008

A recent question on the Bogleheads forum was Exact sequence of an ETF TLH transaction: Is there a recommended method of doing a TLH? I tend to like to TLH on market downturns if at all possible. Currently I start with the ETF that I would like to sell. I look at the bid/ask, and [...]

Posted in ETF, Investing, Tax Issues | No Comments »

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