Episode 243: Dirty Harry's Managed Futures Portfolios, An Asset Replacement Experiment And Portfolio Reviews As Of February 17, 2023
Risk Parity Radio
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The Best Moment to Switch Funds
Daniel: I find it's best to switch equivalent funds when the cost basis is near the trading price. For example, I wanted to trade out a Vanguard VTI into BlackRock's ITOT. And I did that when VTI was near my purchase price of 187 last year. Isn't that the best approach tax wise? Thanks Daniel.
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