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Any "tricks" to rebalancing portfolio without paying a lot of taxes?

PLTR is now like 20% of our NW and wife is saying we need to...
Bateful kink-friendly hospital macaca
  07/07/25
boomers had a solution. just have your income go up 70% annu...
jet-lagged prole
  07/07/25
you're going to sell eventually and pay LTCG, so why does it...
Obsidian marvelous faggotry genital piercing
  07/07/25
I'm sure there's a great response from bogleheads about all ...
Bateful kink-friendly hospital macaca
  07/07/25
...
dashing center
  07/07/25
cr, and they'll probably raise LTCG tax at some point in the...
gay blood rage school
  07/07/25
Other than making sure to wait until they're all long gains ...
Twisted exciting alpha
  07/07/25
Buy some PLTR puts or LEAPS to hedge and lock in your gains....
Walnut quadroon step-uncle's house
  07/07/25
Rebalance by buying other things with cash on hand
Trip Coldplay Fan
  07/07/25
won't work if you have a very large portfolio and with indiv...
Twisted exciting alpha
  07/07/25
this is the best option but doesn't work when your portfolio...
Talented misunderstood legal warrant
  07/07/25
take out a margin loan on your equity and buy new stonks unt...
dashing center
  07/07/25
pltr shouldn't dominate your portfolio but instead be one of...
Talented misunderstood legal warrant
  07/07/25
This is the way. I bought it along with xoVERB and xoJUMIA, ...
godawful opaque psychic
  07/07/25
To be fair, CR OP fucked up by not picking more big loser...
anal tripping stage
  07/07/25
I have some losers i can get rid of now but wont amount to t...
Bateful kink-friendly hospital macaca
  07/07/25
AQR Flex if you're rich
Sooty Unhinged Marketing Idea
  07/07/25


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Date: July 7th, 2025 2:33 PM
Author: Bateful kink-friendly hospital macaca

PLTR is now like 20% of our NW and wife is saying we need to rebalance or whatever but that means LTCG and seems dumb to me to pay those rather than just slide and let do.

When people "rebalance" portfolios they just sell stock and pay taxes? aren't there any tricks that Boomers do here to save money?

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079415)



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Date: July 7th, 2025 2:36 PM
Author: jet-lagged prole

boomers had a solution. just have your income go up 70% annually for life then you wont ever have to give a fuck about it.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079423)



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Date: July 7th, 2025 2:37 PM
Author: Obsidian marvelous faggotry genital piercing

you're going to sell eventually and pay LTCG, so why does it matter when you do it?

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079428)



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Date: July 7th, 2025 2:40 PM
Author: Bateful kink-friendly hospital macaca

I'm sure there's a great response from bogleheads about all the things your post gets wrong or doesn't consider and I incorporate that here.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079440)



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Date: July 7th, 2025 2:50 PM
Author: dashing center



(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079469)



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Date: July 7th, 2025 4:32 PM
Author: gay blood rage school

cr, and they'll probably raise LTCG tax at some point in the future, so better to do it now!

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079922)



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Date: July 7th, 2025 2:42 PM
Author: Twisted exciting alpha

Other than making sure to wait until they're all long gains nothing much you can do. If you made 20%+ annualized you're still coming out ahead vs just buy and holding SPY.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079446)



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Date: July 7th, 2025 2:47 PM
Author: Walnut quadroon step-uncle's house

Buy some PLTR puts or LEAPS to hedge and lock in your gains. It’s one transaction, no taxable event, and should only cost a small fraction of your position. Then wait until you’ve held your PLTR shares for 12 months to cop dat 15% gains tax

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079459)



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Date: July 7th, 2025 2:48 PM
Author: Trip Coldplay Fan

Rebalance by buying other things with cash on hand

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079462)



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Date: July 7th, 2025 2:51 PM
Author: Twisted exciting alpha

won't work if you have a very large portfolio and with individual stock you really want to lock in big gains.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079474)



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Date: July 7th, 2025 2:51 PM
Author: Talented misunderstood legal warrant

this is the best option but doesn't work when your portfolio gets too lopsided

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079475)



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Date: July 7th, 2025 2:51 PM
Author: dashing center

take out a margin loan on your equity and buy new stonks until it all "balances" out.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079473)



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Date: July 7th, 2025 2:54 PM
Author: Talented misunderstood legal warrant

pltr shouldn't dominate your portfolio but instead be one of a number of speculative bets you made a few years back. some of those other speculative bets should have gone down a lot. you should be able to offset the LTCG from pltr with LTCL from other bets.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079482)



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Date: July 7th, 2025 3:02 PM
Author: godawful opaque psychic

This is the way. I bought it along with xoVERB and xoJUMIA, both of which failed miserably.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079515)



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Date: July 7th, 2025 3:04 PM
Author: anal tripping stage

To be fair,

CR OP fucked up by not picking more big losers IMO.

Seems like the kind of retard who also buys low and sells high.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079521)



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Date: July 7th, 2025 3:04 PM
Author: Bateful kink-friendly hospital macaca

I have some losers i can get rid of now but wont amount to that much.

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079522)



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Date: July 7th, 2025 4:07 PM
Author: Sooty Unhinged Marketing Idea

AQR Flex if you're rich

(http://www.autoadmit.com/thread.php?thread_id=5747158&forum_id=2#49079805)