Motley Fool Urges 3 Year-End Portfolio Moves Before Dec. 31, Including Tax-Loss Harvesting
Updated
Updated · The Motley Fool · May 24
Motley Fool Urges 3 Year-End Portfolio Moves Before Dec. 31, Including Tax-Loss Harvesting
2 articles · Updated · The Motley Fool · May 24
Dec. 31 is the key deadline in Motley Fool’s latest guidance, which tells investors to review portfolios before year-end rather than wait until April 15 tax filing pressure hits.
Three moves anchor the advice: trim oversized winners, harvest losses to offset capital gains, and redeploy—or hold—the resulting cash as part of a deliberate rebalance.
Alphabet, up more than 100% over the past year, is cited as an example of a winner that may need profit-taking if it has grown too large in a portfolio.
NuScale Power, down 50%, illustrates tax-loss harvesting; selling can offset gains, though wash-sale rules bar buying the same stock back within 30 days.
Berkshire Hathaway’s nearly $400 billion cash pile and Procter & Gamble’s 10%-plus decline are used to argue that cash can be held patiently or shifted into resilient names.
When does rebalancing a top-performing stock like Alphabet become a costly mistake that sacrifices future growth?
How can investors offset capital gains without exiting promising but volatile sectors like next-generation nuclear technology?
With AI creating huge winners and losers, is traditional portfolio diversification becoming obsolete?