When to Dump that Expensive Investment Fund

Next, I look at whether the investment is even appropriate for the portfolio. For example, the client may hold a triple-levered, inverse index fund with a gain. Tell the client they got lucky and to get out and pay the taxes.The next no-brainer is if the fund is held in a tax-advantaged account, such as traditional or Roth 401(k)s or IRAs. There are no taxable gains to be paid to dump the dog. If clients are making charitable donations, they can donate the fund with high gains to a charity or donor-advised ...