Row 87778

Row ID: 87778 | Dataset Entry | Axioma AXP Content Repository

Content Data

This page contains data entry 87778 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

Depends on the account. I face the same issue in terms of capital gains tax exposure for my largest individual stock holdings. I try to tax-loss harvest as much as possible to reduce exposure.

In total for my, my spouse, and child for taxable, IRA, roth, 401(k), 529, custodial, HSA accounts:

66.2% stocks

24.4% ETFs

5.3% mutual funds

3.2% cash

1.5% money market funds

FieldValue
text Depends on the account. I face the same issue in terms of capital gains tax exposure for my largest individual stock holdings. I try to tax-loss harvest as much as possible to reduce exposure. In total for my, my spouse, and child for taxable, IRA, roth, 401(k), 529, custodial, HSA accounts: 66.2% stocks 24.4% ETFs 5.3% mutual funds 3.2% cash 1.5% money market funds
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-24
username_encoded Z0FBQUFBQm5Lak1xQy1xX0Z5c3RYUEt1RGhyU0Uzb2lULXdySHI5N2l5aDY1QXg2MUo1QjluWDlmb2ktUnhZX0hqSFlCOHhIa1lKYzkxck5mb0hjVlFWNXNuempVeWgtdEE9PQ==
url_encoded Z0FBQUFBQm5Lak83aFIxNFVNWURSWXZENnFJY2lzMElPUkE3bmhrX1FSNTkwUWl0Qy15cXl0WDZvd1JwTkFlWHFGRXBYSE9YSldCRFpFUDBra3hxZ2tWbHFxM0tDdmVkcUtjemJxeHJVaWs4WXR6M2ZMbmh4dzFQRzhELUUtb1NjY2ZtWkdMVDBYb2VQazlpVHpkaXRRMTFMeVplQVlDOUo4aFJnN2M4bDRNOUFVcnFXWFRUdHVHNHBwaWJlMlVGQ2FFdWtYMkQ0NGVvY3V0VDVuYnZUTVAxQlVqdGR3OGQ5Zz09

Raw Record

{
  "text": "Depends on the account. I face the same issue in terms of capital gains tax exposure for my largest individual stock holdings. I try to tax-loss harvest as much as possible to reduce exposure. \n\nIn total for my, my spouse, and child for taxable, IRA, roth, 401(k), 529, custodial, HSA accounts:\n\n66.2% stocks\n\n24.4% ETFs\n\n5.3% mutual funds\n\n3.2% cash\n\n1.5% money market funds",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-24",
  "username_encoded": "Z0FBQUFBQm5Lak1xQy1xX0Z5c3RYUEt1RGhyU0Uzb2lULXdySHI5N2l5aDY1QXg2MUo1QjluWDlmb2ktUnhZX0hqSFlCOHhIa1lKYzkxck5mb0hjVlFWNXNuempVeWgtdEE9PQ==",
  "url_encoded": "Z0FBQUFBQm5Lak83aFIxNFVNWURSWXZENnFJY2lzMElPUkE3bmhrX1FSNTkwUWl0Qy15cXl0WDZvd1JwTkFlWHFGRXBYSE9YSldCRFpFUDBra3hxZ2tWbHFxM0tDdmVkcUtjemJxeHJVaWs4WXR6M2ZMbmh4dzFQRzhELUUtb1NjY2ZtWkdMVDBYb2VQazlpVHpkaXRRMTFMeVplQVlDOUo4aFJnN2M4bDRNOUFVcnFXWFRUdHVHNHBwaWJlMlVGQ2FFdWtYMkQ0NGVvY3V0VDVuYnZUTVAxQlVqdGR3OGQ5Zz09"
}
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