Portsuppe

used to dread rebalancing day, now it runs overnight

·35dSocial

About $47k taxable (6 stocks, 2 ETFs), 401k with target date fund, Roth at 80/20 VTI/VXUS. Rebalancing used to take a full afternoon every quarter because of the tax lots in taxable. Few weeks back I set up a small job on a cloud machine. Pulls holdings, runs drift calcs, spits out trades with estimated tax impact. Runs overnight. The thing that got me: it sorts every lot by holding period and builds the sell list clearing long term gains first. Flagged one lot that was 3 days from crossing one

TickersETF, VTI, VXUSChannelsstocksCountriesusaCategoriessocial-signal
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Published
6/1/2026, 3:14:47 AM
Fetched
6/1/2026, 6:07:51 AM
Confidence
30 / 100
Relevance
5 / 100
Trust
Language
en