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Personal Investments • Portfolio Review: $7M NW, Early 40s with 2 kids, targeting < 50 retirement

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Agree. The work of PAS.
Yikes. But good to know. Have no need for them but this is disappointing especially in taxable where it can be harder to clean up.

If any of them have losses or very low unrealized gain I’d shed them sooner rather than later

Statistics: Posted by jebmke — Mon Aug 19, 2024 5:34 pm — Replies 3 — Views 106



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