What do you think of my portfolio?
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So the dollar amount in the right column is the total you have invested in that stock kcnut? Like Apple stock shows 4 dollars to the right of it?
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Yes.
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Per your previous comments, aren’t you going to wait until the current administration is gone?!

Ohhhhhhhhhhh!!!!!!!!

This is easy though. AMC stock.
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Well you're diversified I can tell you that much.

Stocks that I've considered that you have are CRWD, PLTR, COIN, BLK, BRK-B and BKD.

You should buy BRK-A while you're at it.
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The prices are high and there is talk of screwing with cap gains limits.
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Stock screening and boozing is taking place before a dip in the pool.

This is the watchlist. Some of these have patterns that need to extend first but they should be watched. Below that is the best looking patterns and entries for breakouts.

ARDX
EVRG
STLD
WCC
ENTG
EXTR
SWAV
DIOD
GRMN
ARW
SSTK
CORE
FHB
HLT
ALLE
PM
MANT
TTMI
CW
EXPE
WBA


Best entries:
ENTG brk 116.55, stop 112.49, 3.5% risk
SSTK brk 94.25, stop 91.80, 2.6%
CORE brk 47.83, stop 45.60, 4.7%
ARW brk 124.76, stop 119.99, 3.8%

Secondary entries:
GRMN brk 145.20, stop 141.62, 2.5%
CW brk 128.55, stop 124.05, 3.5%
WBA brk 55.96, stop 53.25, 4.8%
AAPL brk 128.47, stop 126.60, 2.2% risk

Sometimes the patterns you scan for don't end up materializing. Instead the stock may trend down, move sideways or breakout before squatting. That why you keep a handful of patterns ready so that if your initial targets do not perform as expected, you move on to another stock that meets your criteria.

If you have questions please ask. I hope someone is learning from this. And again, this is trading stocks, not long term positions. Long term positions in indexes/funds make up 80%+ of my total investments.
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This is not a political comment but yes, raising the capital gains to the amount suggested would worry me if I was you.

Consult an advisor on how to protect this money from capital gains issues and report back on some of the suggestions. I'd be interested to know.

The bad part about dividends is that you can be taxed on them even if you reinvest them.
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If we sell now, depending in sale price, cap taxes are around 20%. I know there is talk about that going up depending on amount and tax bracket now.

We would complete the sale before the end of the year.

I just feel we pay taxes on dividends now AND when we take payments later.
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https://youtu.be/ZjbhtOr0tKY
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Any Capital Gains increase will not be sudden or retroactive.

The earliest they could do it would be starting next year.

So sell now at low cap gains rate.
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I think the proposed cap gains tax changes are only for people making an obscene amount of money. We're talking second-string defensive end money.
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Correct. People making over $1M

He said it was a nice amount but maybe it doesn’t apply to this situation then.
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Ok. Before you talk to the accountant, find out what it was worth when you inherited it. If it was in a trust there should have been an appraisal upon death. The value you inherited is your basis in the ground.

Sale Price - Basis = gain. Then the rates are different based on your income. The tax liability on the gain you’ll want to keep liquid.

If you put it in an instrument like a mutual fund or ETF you won’t have any tax until you sell it (and only if there is a gain).

Dividends you have to pay on every year. But if you’re using a professional you can have the dividends paid to a money market rather than Reinvested.

One thing I know for sure, make sure your people are good. There are some straight shit Accountants put there and some of them are CPAs. And the “financial planning” industry is littered with fucks that will just charge you ridiculous fees. Make sure they’re good. If you don’t know it probably isn’t worth finding out.

Are you talking the ground or like stock dividends? If you have an instrument that produces dividends, you'll pay tax on the dividends issued in the year. If you sell the instrument there could potentially be capital gain on the sale of the instrument, but most of the time those gains won’t be a lot compared to strictly investment instruments. Usually

I have no idea what he’s got or who all he’s splitting it with, but farmland is fucking crazy right now. And depending on how long he’s had it, it wouldn’t take a ton of acres to get to a mil if the basis is low. Especially up there.
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Damn

It could apply to me. Fuck
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