Row 36667

Row ID: 36667 | Dataset Entry | Axioma AXP Content Repository

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I have a handful of individual stocks positions in a taxable brokerage account, with gains of approximately $400k. I am typically an index fund guy, but had hand picked these names a few years back and added to them here and there to form the positions. Overall this basket of stocks has done well, but I am not doing any better than the SPX, so am included to simplify and go back into an index fund. Stocks I’m holding include APPL, GOOG, OXY, GDX, MSFT, CVX and a couple others.

I earn around 800k from my job as an executive, and see the tax bill coming on this 400k of gains so am considering options. I’m a few years away from retirement. In my shoes would you…

1. Sell them all, dump into an index and just pay the taxes without overthinking it

2. Hold them with no plans to sell. They’re good names and stick with them.

3. Trim the positions and pay some of the tax.

4. Other ideas?

FieldValue
text I have a handful of individual stocks positions in a taxable brokerage account, with gains of approximately $400k. I am typically an index fund guy, but had hand picked these names a few years back and added to them here and there to form the positions. Overall this basket of stocks has done well, but I am not doing any better than the SPX, so am included to simplify and go back into an index fund. Stocks I’m holding include APPL, GOOG, OXY, GDX, MSFT, CVX and a couple others. I earn around 80…
label r/investing
dataType post
communityName r/investing
datetime 2024-05-21
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url_encoded Z0FBQUFBQm5Lak9aaGhQcC1ZVVVMMF9INDJNdzctd3Z4VV9DODRwZ19TS2dNcDhYR19HYTNMSG5CdjB0X29RZFFPOUNSdWFmc2EtTTh6cjFYaEtseGFIaUp3RW84aXpsU3VrX1hpUzRpRHNHQjNCb0hmeE9qUGE0Q3dxdG9HMkhZQWNWUWo4TU1ZVjdzWGwxNEJDZGhqQ25PeXVKSFhld2hQNVY4NGx4dGE4R0xMd3RWdTV4WThBOTc2Vkh2aHEtNG1Ra19XRlh6a1Vj

Raw Record

{
  "text": "I have a handful of individual stocks positions in a taxable brokerage account, with gains of approximately $400k. I am typically an index fund guy, but had hand picked these names a few years back and added to them here and there to form the positions. Overall this basket of stocks has done well, but I am not doing any better than the SPX, so am included to simplify and go back into an index fund. Stocks I’m holding include APPL, GOOG, OXY, GDX, MSFT, CVX and a couple others. \n\nI earn around 800k from my job as an executive, and see the tax bill coming on this 400k of gains so am considering options.  I’m a few years away from retirement. In my shoes would you…\n\n1. Sell them all, dump into an index and just pay the taxes without overthinking it\n\n2. Hold them with no plans to sell. They’re good names and stick with them. \n\n3. Trim the positions and pay some of the tax. \n\n4. Other ideas?\n\n",
  "label": "r/investing",
  "dataType": "post",
  "communityName": "r/investing",
  "datetime": "2024-05-21",
  "username_encoded": "Z0FBQUFBQm5Lak1KU0wzZUo1bzR0OFpVcjhKR2Rrb1FlMkJDSW9mcGJyb2d0WUM0RzNLVnJmTzUzQmdyR01FcFM0M3FleGg5dThZVm9pMmR4RHVnd09JeGtHM1k4NWhWdHI0NWZwQW9XTmFtZGRRUks0V1ZkZWM9",
  "url_encoded": "Z0FBQUFBQm5Lak9aaGhQcC1ZVVVMMF9INDJNdzctd3Z4VV9DODRwZ19TS2dNcDhYR19HYTNMSG5CdjB0X29RZFFPOUNSdWFmc2EtTTh6cjFYaEtseGFIaUp3RW84aXpsU3VrX1hpUzRpRHNHQjNCb0hmeE9qUGE0Q3dxdG9HMkhZQWNWUWo4TU1ZVjdzWGwxNEJDZGhqQ25PeXVKSFhld2hQNVY4NGx4dGE4R0xMd3RWdTV4WThBOTc2Vkh2aHEtNG1Ra19XRlh6a1Vj"
}
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