AIM UK

[ls7550]

RE: Tax

Hi Tom

I tend to run the stop-loss strategy on a separate fuel to that of volatility capture set.

When a stop-loss based position runs to its time stop then that is a year long event, and typically the stock isn't sold even at that time but rolled over into a new position for the subsequent year long period.

Positions that are stopped out during the year do so at a short term (less than one year) capital loss which could be used to offset other positions that were showing capital gains.

I personally prefer an index fund fuel for the stop-loss engine and individual stocks for the volatility capture engine. Trading the volatility capture holdings in a tax free account where possible.

I know very little about US taxation matters and whether this might be viable approach in the US.

Regards. Clive.