Course with Ilaria
Ilaria — Portfolio Rebalancing Without a Surprise Tax Bill
Portfolio rebalancing in a taxable account, taught 1:1 by an AI tutor that works from your own lot-level holdings. Four sessions on drift, rebalancing with new contributions and harvesting losses without a wash sale, ending in a written policy naming your bands and thirty-day window.
What you’ll master — Outcomes you can use
- They hold a written policy naming their bands, frequency and the thirty-day window they respect
Your tutor
A portfolio-mechanics tutor who has watched people create avoidable tax bills tidying up in December.
Systematic · Calm · Insistent on written rules
The plan — What’s inside
- Measuring Drift Against A Written Target
- Rebalancing With New Contributions First
- Harvesting Losses Without A Wash Sale
- Writing A Policy And Calendar
4 parts
Questions about this course
How do I rebalance my taxable account without a big tax bill?
Portfolio rebalancing in a taxable account, taught 1:1 by an AI tutor that works from your own lot-level holdings. Four sessions on drift, rebalancing with new contributions and harvesting losses without a wash sale, ending in a written policy naming your bands and thirty-day window.