indexfundfan @ indextown

My portfolio is currently allocated as follows: US LargeCap 11% US SmallCap 8% US REITs 4% US Timber REITs 4% US MLP (PIK dividends only) 4% INT EAFE 20% INT Emerging Market 11% PreciousMetal Equity 5% Fixed Income 33% The ranking of the asset classes, in terms of tax efficiency (based on historical dividends), are [...]

Due to the recent bear market, I harvested a huge amount of capital losses (six-digit figure) which I can use to offset against capital gains and income in future years. The offset against capital gains is uncapped, but that against income is capped at $3000 a year. With that in mind, investments that primarily throw [...]

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 [...]