"So, we inherited these shares on the understanding that we keep them" "CBA I'm sitting on a $174k cap gain" Both good reasons specific to you and mostly independent of the investment case for future investment. I have been in that tax situation[ not with CBA , only sold into the off market buybacks until recently] , selling in bits as the cgt allowed over a number of years was the go , as you did.
On selling your NAB's just because you have made money , no. But if selling them and putting the proceeds elsewhere was going to make you more money , yes.
I have a sneaking suspicion that a lot of the CBA owners are old farts with CBA in concessional taxed vehicles , So most of my banks are in pension phase super , which makes my manipulation of my portfolio easier. merry xmas
CBA Price at posting:
$154.68 Sentiment: None Disclosure: Not Held
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