Quote (dro94 @ Sep 26 2024 08:18am)
Rotating more into REITs, small caps and China. It's not my style to sell my core index funds, but if it was, I'd be tempted to take some off the table.
Even my outlook today popped up with a reminder to make a decision to prune before October.
Being in the absolute highest tax bracket always makes it difficult. Has to be a significant pullback to make things worthwhile rather than just realizing capital gains later in life in a much lower tax bracket.