Comments on: Investors in the headlights http://blog.canadianbusiness.com/investors-in-the-headlights/ Fri, 20 Nov 2009 07:52:10 -0500 http://wordpress.org/?v=2.8.4 hourly 1 By: Canadian Business Blog » Blog Archive » Beware of fund distributions http://blog.canadianbusiness.com/investors-in-the-headlights/comment-page-1/#comment-1750 Canadian Business Blog » Blog Archive » Beware of fund distributions Thu, 23 Oct 2008 01:18:33 +0000 http://blog.canadianbusiness.com/?p=364#comment-1750 [...] Attention mutual-fund investors. Don’t let year-end distributions trip you up … especially if you are planning to rebalance or harvesting tax losses, as recommended in Investors in the headlights. [...] [...] Attention mutual-fund investors. Don’t let year-end distributions trip you up … especially if you are planning to rebalance or harvesting tax losses, as recommended in Investors in the headlights. [...]

]]> By: Larry MacDonald http://blog.canadianbusiness.com/investors-in-the-headlights/comment-page-1/#comment-1627 Larry MacDonald Fri, 17 Oct 2008 14:04:46 +0000 http://blog.canadianbusiness.com/?p=364#comment-1627 Just W. Yes, the proxy can't be too similar. My guess is that Claymore's BRIC is a good proxy for this purpose -- given the differences in coverage and currencies.But I would like to look into this issue more and get a better feel for it. Just W.
Yes, the proxy can’t be too similar. My guess is that Claymore’s BRIC is a good proxy for this purpose — given the differences in coverage and currencies.But I would like to look into this issue more and get a better feel for it.

]]> By: A Lap Of The Blogs : WhereDoesAllMyMoneyGo.com http://blog.canadianbusiness.com/investors-in-the-headlights/comment-page-1/#comment-1612 A Lap Of The Blogs : WhereDoesAllMyMoneyGo.com Fri, 17 Oct 2008 03:05:31 +0000 http://blog.canadianbusiness.com/?p=364#comment-1612 [...] MacDonald forwards some good tips from Warren Mackenzie, President of Second Opinion Investor Services. Warren and I appeared together on the Linda [...] [...] MacDonald forwards some good tips from Warren Mackenzie, President of Second Opinion Investor Services. Warren and I appeared together on the Linda [...]

]]> By: Just Wondering http://blog.canadianbusiness.com/investors-in-the-headlights/comment-page-1/#comment-1611 Just Wondering Fri, 17 Oct 2008 02:56:42 +0000 http://blog.canadianbusiness.com/?p=364#comment-1611 What kind of a proxy keeps you on the right side of the CRA? For example I sold Vanguards emerging markets (VWO) but bought Claymore's BRIC ETF ... this that too similar? Any opinions? What kind of a proxy keeps you on the right side of the CRA? For example I sold Vanguards emerging markets (VWO) but bought Claymore’s BRIC ETF … this that too similar? Any opinions?

]]> By: This and That # 114: So, why exactly did we spend $300m on an election edition http://blog.canadianbusiness.com/investors-in-the-headlights/comment-page-1/#comment-1607 This and That # 114: So, why exactly did we spend $300m on an election edition Thu, 16 Oct 2008 22:03:43 +0000 http://blog.canadianbusiness.com/?p=364#comment-1607 [...] Larry MacDonald on three steps investors can take now to take advantage of lower equity prices. [...] [...] Larry MacDonald on three steps investors can take now to take advantage of lower equity prices. [...]

]]> By: Larry MacDonald http://blog.canadianbusiness.com/investors-in-the-headlights/comment-page-1/#comment-1606 Larry MacDonald Thu, 16 Oct 2008 19:23:00 +0000 http://blog.canadianbusiness.com/?p=364#comment-1606 CC I was going to mention in the post that one way some investors harvest tax losses for positions they want to keep is to buy a proxy for the 30-day period, i.e. a similar stock or ETF. CC
I was going to mention in the post that one way some investors harvest tax losses for positions they want to keep is to buy a proxy for the 30-day period, i.e. a similar stock or ETF.

]]> By: Canadian Capitalist http://blog.canadianbusiness.com/investors-in-the-headlights/comment-page-1/#comment-1604 Canadian Capitalist Thu, 16 Oct 2008 19:14:53 +0000 http://blog.canadianbusiness.com/?p=364#comment-1604 Harvesting tax losses only works for stocks you don't want to hold any more. I'm not sure it is a good idea to sell a stock just to harvest a tax loss. A lot can happen in 30 days, especially in volatile markets such as this. I do agree with rebalancing. Though it is hard to go against the grain, sell bonds and buy stocks, it pays to be disciplined. Harvesting tax losses only works for stocks you don’t want to hold any more. I’m not sure it is a good idea to sell a stock just to harvest a tax loss. A lot can happen in 30 days, especially in volatile markets such as this.

I do agree with rebalancing. Though it is hard to go against the grain, sell bonds and buy stocks, it pays to be disciplined.

]]>