I know that you didn't want to discuss why you're mirroring, but it's all but impossible to answer your questions without knowing the goals of the mirroring. You're essentially asking when incomplete mirroring is good enough, but you, and your goals, are what determine what is good enough.Thanks.
What if the choice is not paying tax to rebalance the taxable account in this situation, but either redirecting new funds to the lower asset class (even though, in the overall portfolio, this asset has not fallen outside of the given bands) or investing these new same monies according to one's general AA?
Statistics: Posted by BirdFood — Sun Aug 25, 2024 7:06 pm — Replies 14 — Views 947