Hi All,
I'm currently closing on a house and have about 150k out of 260k for down payment in cash
I have 140k in S&P 500 index funds and some individual ones:
MSFT 18k +6.7k
APPL 3k +240
BABA 5k -2100
ARKF 560 -1400
ARKG 300 -711
ARKK 1700 -4200
DIS 6k -5k
RKT 600 -1600
We'll need about 110k from stocks wondering tax and value wise which stocks does it make sense to sell?
I'm think of selling some of my losers like the ARK funds, some MSFT and rest S&P funds to get to that amount.
I'm thinking I may also just sell the funds in S&P to get to that amount at worse its been a savings account that got +10% still at this point in order to make up the difference
Just trying to see some other thoughts on approaches and yes I know it was a risk to have had the funds in the stock market but we weren't certain to be buying this year so it seemed the best at time.
Leave a Reply