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Sell Signals

Demo

Tax-loss harvesting, sell signals, and portfolio optimization opportunities

Tax-Loss Harvesting Opportunities

Offset gains by selling positions at a loss before year-end

Potential Tax Savings
$47
JNJ - Johnson & Johnson
25.0000 shares @ $155.00 avg cost → $148.75 current
Held for 280 days • Short-term • Similar: PFE, MRK, ABBV
$156.25
-4.03% loss
~$47 tax savings

How Tax-Loss Harvesting Works

  • Sell losing positions to realize capital losses
  • Use losses to offset capital gains (up to $3,000 per year against ordinary income)
  • Wait 30 days before repurchasing (wash sale rule) or buy a similar security immediately
  • Maintain market exposure while optimizing tax efficiency

Overweight Positions

Positions exceeding target allocation - consider trimming for portfolio balance

MSFT - Microsoft Corporation
30.0000 shares • $12,450 market value
Current / Target
32.0% / 10%
+22.0% overweight
AAPL - Apple Inc.
50.0000 shares • $9,775 market value
Current / Target
25.1% / 10%
+15.1% overweight

Momentum Reversal Signals

No momentum reversal signals detected. All positions show strong momentum!

Smart Selling Strategies

When to Sell

  • 12-2 month momentum turns negative
  • Position exceeds 10% of portfolio
  • Better opportunities emerge
  • Tax-loss harvesting benefits

Wash Sale Rule

  • Cannot repurchase within 30 days
  • Buy similar (not identical) security instead
  • Loss disallowed if rule violated
  • Cost basis adjusted to new position

Rebalancing Tips

  • Trim winners to maintain discipline
  • Consider tax implications before selling
  • Reinvest proceeds into underweighted positions
  • Review quarterly or when positions exceed targets

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