In mid October we received a large distribution from investment in private equity holding. After putting aside the tax, I invested the reminder based on our asset allocation of 60/40. Even Though I knew market was at rich valuation at the time. I did not want to time the market. The unrealized loss on the new investment is hurting our performance big time. Should I have put the money in over a period of time? Of Course if the market had moved up since then, I would have not been wondering if it was a right decision.
At this point I might try to harvest the loss by selling my VTI and going into VOO toward the last week of trading.
At this point I might try to harvest the loss by selling my VTI and going into VOO toward the last week of trading.