You should ask him how he operate, but normally....

來源: 三心三意 於 2024-10-24 12:34:34 [] [舊帖] [給我悄悄話] 閱讀數 : (487 bytes)

A fund manage would look at a basket of SP500 stocks (as an example), he would sell one stock at loss, and at the same time buy another similar stock to avoid wash sale. If he controls the entire portfolio, he can make sure you dont end up buying and selling the same stock within 30 days

But if you also trade, you could buy or sell the same stock he is doing

This is just one example. You should ask your advisor what is his exact strategy for harvest loss

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• 謝謝解釋！ -silentvalley- ♀ 給 silentvalley 發送悄悄話 (0 bytes) () 10/24/2024 postreply 12:35:22

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