retire2020
Recycles dryer sheets
- Joined
- Sep 22, 2012
- Messages
- 459
I've 1.6M in my taxable account. We work and earn around 175K/year. I've about 500K capital LOSS from .com years. My investment is mostly in Fidelity Mutual Funds which generates Capital Gain and Dividends. I like to have HIGH capital gain but LOW/NONE dividends so I can offset my capital loss with a gain. Any suggestions where/how I should rebalance my portfolio to achieve my goal? Any funds you recommend and how the asset allocation should be. Screenshot of my 2012 Tax information below fyi.
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Total Taxable Income $30,580.28
Ordinary Dividends and Distributions Details
- Ordinary Dividends $20,577.83
- Capital Gain Distributions $10,002.45
Interest Income Details $0.00
Miscellaneous Income Details $0.00
Original Issue Discount Details $0.00
Total Nondividend and Tax-Exempt Income $0.51
Nondividend Distributions Details $0.00
Tax-Exempt Income $0.51
Total Income $30,580.79Total Realized Gain/Loss $0.00
Net Short-Term Details $0.00
Net Long-Term Details $0.00
YTD Amortized Premium Details $0.00
Realized Market Discount Income Details $0.00
Ordinary Income or Loss ** Details $0.00
Acquisition Premium Details $0.00
Other Information
Margin Interest Paid $0.00
Non-Reportable Option Sales $0.00
Return of Principal $0.00
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Total Taxable Income $30,580.28
Ordinary Dividends and Distributions Details
- Ordinary Dividends $20,577.83
- Capital Gain Distributions $10,002.45
Interest Income Details $0.00
Miscellaneous Income Details $0.00
Original Issue Discount Details $0.00
Total Nondividend and Tax-Exempt Income $0.51
Nondividend Distributions Details $0.00
Tax-Exempt Income $0.51
Total Income $30,580.79Total Realized Gain/Loss $0.00
Net Short-Term Details $0.00
Net Long-Term Details $0.00
YTD Amortized Premium Details $0.00
Realized Market Discount Income Details $0.00
Ordinary Income or Loss ** Details $0.00
Acquisition Premium Details $0.00
Other Information
Margin Interest Paid $0.00
Non-Reportable Option Sales $0.00
Return of Principal $0.00
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