Change Assets

SAP tiipo
Nov 6 3 Comments

One of my portfolio is up 60 % in 2 years by mostly investing in popular tech companies. Thinking of realizing the profit and move money to less risky assets ( ETFs). If any one has done something similar, any tips about how to redistribute the money among ETFs and minimize taxes ?

Foe e.g. what stocks to keep, which one to sell first.

Have stocks of following companies
Amazon
Microsoft
Google
Uber
Servicenow
SAP
Tesla
Square
Twilio
Roku
Paypal

3

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  • Flagged by the community.

  • Amazon catowayne
    Tax loss harvest as much as possible by selling your losers. That way it offsets any gains. Also make sure you’re only selling winners that you’ve held over 1 year. Then stuff it all in VTI
    Nov 6 0
  • Verizon Media Igpay
    Nice humblebrag
    Nov 6 0

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