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Learning, Sharing, and Teaching => Investor Alley => Topic started by: joninnyc on December 01, 2018, 02:55:16 PM

Title: Tax loss harvesting - avoiding wash sale
Post by: joninnyc on December 01, 2018, 02:55:16 PM
Hey, I've got shares in VTI and VEU that I want to sell and get some sweet capital losses to reduce my income for the year. Anyone have suggestions of similar ETFs that track different indexes to avoid a wash sale?
Title: Re: Tax loss harvesting - avoiding wash sale
Post by: jacoavluha on December 01, 2018, 05:11:58 PM
VOO or SCHZ
VXUS or 85/15 VEA+VWO
Title: Re: Tax loss harvesting - avoiding wash sale
Post by: appleshampooid on December 01, 2018, 07:41:29 PM
VOO or SCHZ
VXUS or 85/15 VEA+VWO
I think you mean SCHB for the Schwab equivalent to VTI? That's their broad-market fund
VXUS is a good partner for VEU. I just swapped VTIAX for VFWAX (same exact thing you will be doing if you use VXUS, just on the fund side of it).
Title: Re: Tax loss harvesting - avoiding wash sale
Post by: joninnyc on December 01, 2018, 08:31:49 PM
VOO or SCHZ
VXUS or 85/15 VEA+VWO
I think you mean SCHB for the Schwab equivalent to VTI? That's their broad-market fund
VXUS is a good partner for VEU. I just swapped VTIAX for VFWAX (same exact thing you will be doing if you use VXUS, just on the fund side of it).

This all makes sense - thanks for the quick answers, very helpful! Maybe we could even build some sort of Wiki/resource that matches similar funds for people taking losses for the year?
Title: Re: Tax loss harvesting - avoiding wash sale
Post by: jacoavluha on December 01, 2018, 09:13:55 PM
VOO or SCHZ
VXUS or 85/15 VEA+VWO
I think you mean SCHB for the Schwab equivalent to VTI? That's their broad-market fund
VXUS is a good partner for VEU. I just swapped VTIAX for VFWAX (same exact thing you will be doing if you use VXUS, just on the fund side of it).

yep SCHB sorry you’re right