“Look for a similar but not identical fund to swap into temporarily”
AK
Amanda Kish
Motley Fool Hidden Gems Investing ·
“You could sell an ETF based on the S&P 500 and buy an ETF based on another index… or buy a fund that invests in the same industry”
Motley Fool Hidden Gems Investing · 10 Tips for Harvesting Investment Losses
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6:06
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What was described
Maintain market exposure during the wash-sale period by swapping to a different ETF or sector fund that is not substantially identical
Said nearby on the same subject
“We built a set of ETFs, a set of beta exposures and a set of smart beta exposures… today we're the fifth largest ETF manufacturer in the world.”
SM
Schwab Asset Management
Masters in Business ·
“First benefit… automatic rebalancing… fund manager notices international exposure growing and puts inflow into Australian and emerging markets to balance.”
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Said on Get Started Investing
“18% of the fund's exposure at equity, which is, you know, only 12% of the fund's total long exposure is plenty”
♫
Said on Monetary Matters with Jack Farley
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