A.I.M. Users Bulletin Board

[SFSecurity]

Hi Jamil, I'm curious about one point. At TDAmeritrade one has the option of selling out portions of a position with the highest price stock, thereby generating the greatest % loss, although a lesser $ amount, leaving the remainder in place. Selling out a portion like this seems like a great way to harvest a tax loss (in the US at least) to reduce the tax burden.

Had you factored that into your strategy?

That is what I am planning on doing toward the end of the year with EGY. Whatever is left over in a position can then be left alone for potential gains, should they ever happen, or used later for more tax loss harvesting.

Best,

Allen