Tax-Aware Rebalancing: Realised Gains, FIFO vs HIFO
This lesson is part of the course
In this lesson
Maya must sell $36,000 of her US stock fund to rebalance. You work out which lots are sold under FIFO and under HIFO, the realised gain of each and the tax that the lot choice saves.
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Lessons in this course
- Weights & Drift after a Year of Returns Locked
- Trades Needed to Return to Target Locked
- Calendar Rebalancing vs Never Rebalancing over 10 Years Locked
- Tolerance Bands: Absolute, Relative & the 5/25 Rule Locked
- Rebalancing with New Contributions Only (No Sells) Locked
- Transaction Costs & Minimum Trade Size Locked
- Tax-Aware Rebalancing: Realised Gains, FIFO vs HIFO Locked
- Rebalancing Bonus, Volatility Pumping & Risk Locked