Row 8035

Row ID: 8035 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 8035 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

A little background - I have 2 brokerage. One where I save 20% of my gross take home and is earmarked for retirement. What goes into this account doesn’t get touched until retirement. The other is an account where I put anything extra. I carve out some money for future home repair, car purchase, big ticket item etc. I haven’t needed to liquidate any funds in that account yet and I’ve had it for some time. I use the same strategy in that account as I do my retirement with regard to asset allocation. Everything is in ETFs and mutual funds.

When it does come time to liquidate some funds, are there any particular strategies to follow? Sell the over performers? Sell a little bit of each to keep the ratios on? Sell enough extra to cover the taxes?

FieldValue
text A little background - I have 2 brokerage. One where I save 20% of my gross take home and is earmarked for retirement. What goes into this account doesn’t get touched until retirement. The other is an account where I put anything extra. I carve out some money for future home repair, car purchase, big ticket item etc. I haven’t needed to liquidate any funds in that account yet and I’ve had it for some time. I use the same strategy in that account as I do my retirement with regard to asset allocati…
label r/investing
dataType post
communityName r/investing
datetime 2024-05-18
username_encoded Z0FBQUFBQm5LakwzcTlJZk85d3JUeGY5N3RwR0NuNUEyN0U5TGhXbW45b3Zoa3laVndhSG40LU5mQzZFSXpzcGI5c2t3bVJkMlpiSkRNTlF2TVQta2R3R2hhTy1RYlpWZGc9PQ==
url_encoded Z0FBQUFBQm5Lak9IdFUwRGhuczZ4NnBOLXF4YlZKVW9yRVAzWndWX0pjSDNJQ2szOFNIRDNEYjQ2ME8wTHpZZWRFYUpqYkVwWUhHX2pJbk9SUjJPUjBHc3NtVm40dDFBaEVudDhpZ1kwZTBUdUJvMEkyc09xc1Y3RzQ3eW4wTmgxVk9VUHhYNnNsTG5qME1vblJsd1hQRTctaUJUMTBtX2k2ZDM5cnZ1RjFBYmRKdDB5dGlPak1EZVZBYW5WM1FyOGFVd1RJeTYwSHE2d3NLdXdtUlEybk9NZXJvTEpKMG5hdz09

Raw Record

{
  "text": "A little background - I have 2 brokerage. One where I save 20% of my gross take home and is earmarked for retirement. What goes into this account doesn’t get touched until retirement. The other is an account where I put anything extra. I carve out some money for future home repair, car purchase, big ticket item etc. I haven’t needed to liquidate any funds in that account yet and I’ve had it for some time. I use the same strategy in that account as I do my retirement with regard to asset allocation. Everything is in ETFs and mutual funds.\n\nWhen it does come time to liquidate some funds, are there any particular strategies to follow? Sell the over performers? Sell a little bit of each to keep the ratios on? Sell enough extra to cover the taxes?   ",
  "label": "r/investing",
  "dataType": "post",
  "communityName": "r/investing",
  "datetime": "2024-05-18",
  "username_encoded": "Z0FBQUFBQm5LakwzcTlJZk85d3JUeGY5N3RwR0NuNUEyN0U5TGhXbW45b3Zoa3laVndhSG40LU5mQzZFSXpzcGI5c2t3bVJkMlpiSkRNTlF2TVQta2R3R2hhTy1RYlpWZGc9PQ==",
  "url_encoded": "Z0FBQUFBQm5Lak9IdFUwRGhuczZ4NnBOLXF4YlZKVW9yRVAzWndWX0pjSDNJQ2szOFNIRDNEYjQ2ME8wTHpZZWRFYUpqYkVwWUhHX2pJbk9SUjJPUjBHc3NtVm40dDFBaEVudDhpZ1kwZTBUdUJvMEkyc09xc1Y3RzQ3eW4wTmgxVk9VUHhYNnNsTG5qME1vblJsd1hQRTctaUJUMTBtX2k2ZDM5cnZ1RjFBYmRKdDB5dGlPak1EZVZBYW5WM1FyOGFVd1RJeTYwSHE2d3NLdXdtUlEybk9NZXJvTEpKMG5hdz09"
}
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