Savvy Trades and Investments

[cliffvb]

Rninsiders, I have traded shares in and out of BGFV. What I generally do in taxable accounts in situations like BGFV is pick the lots I am selling by choosing those that I had acquired most recently rather than the default FIFO. This gives me a higher likelihood of seeing my original positions go to LTCG with lower tax rates. Hopefully that rule won't be changed.