Sell cost of an investment trust

[mighty58]

Although my previous reply was in jest, let me seriously advice you that a "rotation" strategy has serious inefficiencies baked in which you should not ignore. Aside from the fact that you can't predict the markets, if and when you sell something that is in the money, you incur serious costs on your gains, and nip in the bud any further gains. Conversely, if you sell something that is down, you lock in the losses.
Assuming your investment time horizon is long, a better strategy portfolio strategy would be to actively rebalance by, for example, putting any new money into your uderperforming asset classes. Specifically how you rebalance is up to you, but this strategy would ensure you stay invested for long term growth instead of selling, lets you avoid taxes as long as possible, and could potentially set you up to buy things at low valuations.

[RetireJapan]

Rotation is a great strategy as long as you have the foresight to make the right picks at the right time, then sell when it goes up. Rinse and repeat, make mad money, easy peasy. This guy has it down: https://twitter.com/i/status/1350854473598558213

I love that guy!

[beanhead]

Rotation is a great strategy as long as you have the foresight to make the right picks at the right time, then sell when it goes up. Rinse and repeat, make mad money, easy peasy. This guy has it down: https://twitter.com/i/status/1350854473598558213

I love that guy!

His strategy is clear and simple. Should be easy to replicate!!

[Shiy60]

Thanks everyone for the help - much appreciated.