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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Index Investing
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Author: lizgdal ✶☼  😊 😞
Number: of 291 
Subject: Re: Tax Loss Harvesting examined.
Date: 03/27/26 6:55 PM
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No. of Recommendations: 2
rayvt wrote: The idea is to occasionally sell a stock or ETF you like but which is currently sitting at a loss, to book the taxable loss. Simultaneously, use than money to buy another holding which is quite equivalent.

Beware of return reversion. Stocks with poor short-term performance tend to bounce higher. For example, starting with the S&P 500, pick the 50 stocks with the lowest return. CAGR from 1/4/2021 to 3/26/2026:

Lookback  CAGR  excess
  1008    8.0    -2.2
  504     14.5    4.3
  252     8.0    -2.2
  126     7.8    -2.4
   63     11.9    1.7
   42     17.9    7.7
   21     13.3    3.1
   10     10.8    0.6
    5     11.3    1.2
 
  RSP     10.2    0.0


P123 {S5TLH}
Universe(SP500)
FOrder("Ret%Chg(Lookback)", #Previous, #Asc) <= 50
4 week rebalance, 0% slippage
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This community has written 287 posts about Index Investing. The article-length ones it recommended most:
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Welcome! · 4 recs · 2022
Shrewd Sam vs No-risk Ned · 2 recs · 2024
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