Taking a Line of Credit Against Your Portfolio

By taking a line of credit against your portfolio, you can avoid a large taxable event and have the flexibility to invest without liquidating your assets. This approach allows you to take a significant investment shot without the risk of losing the entire amount, as you can wait for the market to recover. With low interest rates, taking a loan against the portfolio can provide access to most of the invested money, even during market downturns, as long as there's no need for immediate cash. This strategy enables investors to stay in the market without being overly affected by short-term fluctuations.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.