Im replying Spockie hope thats ok as I think I may have prompted your post and in answering I say how you manage your investments is your story and also about how active you are prepared to be in that investment.
What I'm alluding to is that when you are a holder and accumulated over a period of time and then decide to sell a portion of your holding how do you calculate the dreaded CGT, what is your cost base, is it first on first off or can your pre dertimine or elect the cost base that is in your best interest and yes I believe you can.
When taking profit or loss we need to understand the consequences tax wise now & later, that was my point, it's all about personal financial management.
GLAH.
Ann: S&P DJI Announces September 2024 Quarterly Rebalance, page-192
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