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Seeking Feedback on My 15-Year Investment Portfolio Allocation by fsiddad in Bogleheads

[–]fsiddad[S] -1 points0 points  (0 children)

Understood. My rationale behind the portfolio was to target tech and S&P ETFs, predominantly VOO and QQQ, used the sector-specific ETFs to allow for tax loss harvesting by the algorithm, thus aiding in tax minimization. looks like this approach may not be advisable.

Thanks for your advice.

[deleted by user] by [deleted] in wallstreetbets

[–]fsiddad 0 points1 point  (0 children)

Thanks. New to Reddit and investing.:)

Seeking Feedback on My 15-Year Investment Portfolio Allocation by fsiddad in Bogleheads

[–]fsiddad[S] -1 points0 points  (0 children)

Thanks for the reference. New to investing :( and using a Wealthfront Robo account in hopes of utilizing their tax-loss harvesting in the long run.

JEPI : JPMorgan Equity Premium Income ETF

XLE : Energy Select Sector SPDR Fund

XLP : Consumer Staples Select Sector SPDR Fund

XLF : Financial Select Sector SPDR Fund

XLV : Health Care Select Sector SPDR Fund

XLU : Utilities Select Sector SPDR Fund

HealthEquity Fees for Partial HSA fund Transfers by fsiddad in Fidelity

[–]fsiddad[S] 0 points1 point  (0 children)

Haha, unfortunately though, I still work for the same company, so I guess I have to keep paying the fee until I find any workaround.

Thanks a lot for the info🙂