Chapter 17-When to Sell

Question 1

Your capital losses can offset your capital gains and even can offset ___ of ordinary/personal income. Plus, if your capital losses exceed your capital gains + ____ of personal income, you can carry the capital losses ____.

Answer 1

$3000
$3000; for as many future years as it takes to erase that capital loss

Question 2

“Studies” show that there is a slight advantage in performance when you rebalance a portfolio every ___, but that rebalancing is usually best ____.

Answer 2

12-18 months; every 44 months