Kai's Posts | Commonstock

Liquidate the lowest-performing positions (-10% to +10% gains to date)? They represent the smallest tax burden. However, I have high conviction in these positions, and expect them run up in Q1.
Liquidate the best-performing positions (+100% to date.) They will trigger short term capital gains. But they already ran up a lot.
Skim across all positions across the entire portfolio.

WWTDD?

Brad Thibeau

@brad12/28/2020

I usually take from the high flyers. Doesn’t hurt to lock in a profit even with the tax event and typically need to get allocations back in line anyway.

Something else I look at is other exposure. For example, earlier this year I took some AMZN off the table for the first time ever. Comfortable doing that because I still had plenty of exposure via both the stock I had left and through SPYG in my retirement accounts.

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Kai

$16.2MFollowers

@kai11/23/2020

Tik Tok Houses

Tik Tok houses up 40% $TONJ 🤷‍♂️ Investing is hard.

Eric Pelnik

@eric11/23/2020

wait...there's actually a publicly-traded TikTok house?! / media company that owns one/some?

getting "Tongji Healthcare Group, Inc." when I search for TONJ stock

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Kai

$16.2MFollowers

@kai11/18/2020

Contrarian Picks

Looking at my social feeds and newsletters, it appears everybody is holding or rotating similar stocks. What is your best contrarian pick for the next year?

Kai

@kai11/18/2020

My pick for now $FUV. Just opened a small position.

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