Декабрь 2021
stock market sell-offs have been pretty lackluster in 2021, disappointing commentators who believe a correction of 10% or more is long overdue. Whether they’ll be finally proven right in December remains to be seen, although there is a long-term trend of historically strong markets in this month. The S&P 500 has gained 73% of the time in December since 1928, according to data compiled by Yardeni Research.
“Depending on the individual situation, it may behoove you to take some gains at the end of this year instead of next year,” Young says. What’s more, tax-loss harvesting could create a buying opportunity. As other investors look to get rid of stocks they’ve deemed to be “losers,” at least for tax purposes, buyers may be able to scoop up these stocks at a bargain, he adds.
While stocks in the travel and leisure industry may be ripe for tax-loss harvesting, you may want to get creative and think beyond hotels and airlines to related companies for buying opportunities, Young advises. What’s more, there may be some “undiscovered gems” among small– and mid-cap stocks, so long as you’re able to stomach higher volatility and less liquidity, he adds.
https://www.forbes.com/advisor/investin ... t-outlook/
Хочу добавить, процесс избавления от стоков которые не фурычали в течение года и покупки успешных происходит неизбежно каждый год в конце года. Фонды избавляются от лишнего груза чтоб годовой отчет выглядел прилично.