It appears you're holding the taxable positions at Fidelity. So my suggestion is to get familiar with how Fidelity shows your holdings, and whether they are showing a gain or a loss. Further, you need to understand how to sell shares with specific share lot identification so you can pick and choose amongst the winners and losers to sell. This will allow you to control, to the extent possible, the income tax consequences of cleaning up the portfolio.... I would really appreciate a review and advice on what to do next ...
The most common tactics are to sell mutual funds that have high expense ratios, and/or, to sell large single company stock positions to help you reduce the firm-specific risk. More detail on these ideas can be found in the wiki page on paying a tax cost to sell funds.
https://www.bogleheads.org/wiki/Paying_ ... itch_funds
Regards,
Statistics: Posted by retired@50 — Thu Jan 08, 2026 9:00 am — Replies 2 — Views 95