Robert explains that by the nature of statistics some stocks in any modeled portfolio will underperform, and swapping them may not be worth the tax hit. His advice: question the process — ask how the stocks got there and why they’re worth keeping.
Robert explains that by the nature of statistics some stocks in any modeled portfolio will underperform, and swapping them may not be worth the tax hit. His advice: question the process — ask how the stocks got there and why they’re worth keeping.