Generally, at the end of each year I look at what stocks I want out of my portfolio, I then try to sell a balance of winners and losers. Per IRS rules on capital gains and losses, “if your capital losses exceed your capital gains, the excess is subtracted from other income on your tax […]
I invest mostly in the stock market. And for most of us, the stock market has treated us well over the past 3 years. However, I think its time to take some stock off the table and increase my cash position. So, I’ve been selling mostly in my tax-deferred accounts (obviously to avoid taxes) in […]
Getting an edge or as mathgeeks call it…maximizing Expected Value (EV)…is what I will be focused on here. A positive expected value (+EV) is good for you while the more you play with -EV situations, the more you are going to lose. The edges we will be discussing here might be in investing, poker, […]