I am impressed with your update on tech stocks, I am looking for tax efficient way to rebalance my 7-figure dividend portfolio without triggering capital gain tax. what asset location strategies should i use?
The best strategy depends on your financial situation, account types, tax bracket, and investment goals. Consult an advisor or tax professional to tailor these strategies for maximum tax efficiency.
I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD and over 40% in digital and alternative assets, thanks to my CFA. This strategy has helped me earn $56,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with *Julianne Iwersen Niemann* for years and highly recommend her. Look her up to see if she meets your criteria
Agreed, people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
scary times we are living in now.....if only intel bought ATI before incompetent AMD had no idea what is GPU is today...keep changing leaders , changing meanings , VPU, GPU, GPGPU, RDNA??? WTF IS
I am impressed with your update on tech stocks, I am looking for tax efficient way to rebalance my 7-figure dividend portfolio without triggering capital gain tax. what asset location strategies should i use?
The best strategy depends on your financial situation, account types, tax bracket, and investment goals. Consult an advisor or tax professional to tailor these strategies for maximum tax efficiency.
I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD and over 40% in digital and alternative assets, thanks to my CFA. This strategy has helped me earn $56,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with *Julianne Iwersen Niemann* for years and highly recommend her. Look her up to see if she meets your criteria
Wow!! her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you.
Awesome interview, thanks for asking very important questions !!
Agreed, people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
scary times we are living in now.....if only intel bought ATI before incompetent AMD had no idea what is GPU is today...keep changing leaders , changing meanings , VPU, GPU, GPGPU, RDNA??? WTF IS
If elon musk is the space messiah. Well nvidia and jensen wong god intelligent builder of AI