Word: portfolios
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...have probably wilted. Selling now may seem like admitting defeat just when some of your old favorite shares are starting to show signs of new life. The end of the year, however, is the time when investors traditionally separate the wheat from the chaff with an eye toward both portfolio cleanup and tax savings...
...first question to ask yourself is whether there are other investments that are likely to grow faster, or balance your portfolio better, than the ones that you own. Often the answer is yes, and in those cases you should try to sell winners and losers in equal proportions to minimize your tax bill. "You can take the losses today, still remain in the market and use those losses to offset current capital gains," says financial planner Altair Gobo of U.S. Financial Services in Fairfield...
...stock or fund right away, you might miss out on the run-up as that market sector or industry recovers. Also, "if you swap out of one asset, and you take a loss and reinvest the money in another asset, you're taking a different kind of risk," says portfolio manager Josh Weiss of Litman/Gregory Asset Management. "Even though you may be swapping into something similar, it doesn't guarantee the performance will be identical...
...cutting rates (as well as staff), doubling frequent-flyer miles, installing titanium cockpit doors and, in the case of an Irish airline, offering an in-flight comedian. If it is fear of flying that is keeping folks home and not a new fondness for the hearth or a plummeting portfolio, perhaps there's help. As a matter of national interest, TIME has enlisted several advertising agencies to devise campaigns to return us all to the frequent-flyer position...
...Hyman also mentioned new areas that for the first time will be part of the provost’s portfolio...