All posts tagged "tax loss selling"

  • Interactive Brokers PortfolioAnalyst
    Delphi Technologies Removed from the SMA Portfolio

    London based auto equipment manufacturer Delphi Technologies (DLPH) was sold today at $13.00.

    • Posted December 6, 2019
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  • Casualty of War
    Opportunities From Year-End Tax Loss Selling

    As the year concludes investors often seek ways to offset capital gains by taking losses in underperforming holdings. This seasonal selling pressure can result in opportunities for future gains in January and beyond when demand reaches...

    • Posted December 4, 2014
    • 1
  • Western Asset Emerging Markets Fund 12 Months Return
    EMD Added to SMA Portfolio

    As mentioned in the previous post regarding the opportunity in closed-end funds , a position was taken in the Western Asset Emerging Markets Income Fund (EMD).

    • Posted December 20, 2013
    • 0
  • Closed end fund discounts 2013
    Year-End Opportunity in Closed-End Funds

    Having invested in Closed-End Funds (CEF) many times in the past, I'm on the lookout when opportunities present themselves because yields can be enticing if the discounts to Net Asset Value (NAV) are wider than usual.

    • Posted December 16, 2013
    • 1
  • Limit Order Pain

    Originally published in October 1998: INDEXES ON 9/30/98 DJIA 7,842.62 S&P 500 1,017.01 NASDAQ 1,693.84 Editorial We may have seen the worst of the mini-bear, but then again, maybe we haven’t. Chairman Greenspan dropped the Fed Funds...

    • Posted September 27, 2006
    • 0