Hi Bogleheads! Okay I am admittedly not the savviest investor which is why I thought you all would have good advice on what to do in this situation...I have a taxable Vanguard mutual fund that is 100% equities. I invest $500/mo into this fund. I am wondering how can I best rebalance/re-allocate without creating a taxable event or is that not even possible? Would it be best to just invest less in this fund and more into a bond fund to keep my investments balanced? Thanks for any advice you can give!
Statistics: Posted by harvestmoon — Tue Apr 09, 2024 1:10 pm — Replies 2 — Views 122