Investment portfolios for 401k & IRA Roth made simple › Forums › QuantTrader Forum › Misc and Backup › Reply To: Misc and Backup
Wondering if you have ever considered building a system to maximise the amount of stock held for 12 months in a portfolio? This would be to minimise tax impacts in my country stock held for more than 12 months generally allows for a 50% reduction in capital gains tax paid.
1) Is it possible to request that an annual re-balance option be considered for addition to quantrader?
2) Any ideas how to weight the current platform to maximise long term stock holds ?
3) Any thoughts on what might work for this type of strategy. Due to the minimised tax implication the CAGR target can be much lower.
Thanks for your sharing your approaches, I’ve greatly enjoyed working with and exploring the ideas the team and community have developed.