Re:Launch HN: Enombic (YC S20) – Create your own stock indexes
by divyahansg on Thursday February 25, 2021 @01:24PM
(#26266210)
Awesome, would love to use this. How are you thinking about rebalancing and its tax implications?
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Re:Launch HN: Enombic (YC S20) – Create your own stock indexes
by _eb13 on Thursday February 25, 2021 @02:43PM
(#26267269)
Great to hear! Thanks!
We are exploring a few different models for rebalancing. One is to rebalance with new contributions only, another would be rebalancing with each investing (through both buying and selling), and the third would be a more tax-aware rebalancing where it only happens quarterly or annually (perhaps after you've locked in long term capital gains).
Since we lean prosumer / DIY platform, we feel like perhaps we should support a few models. Curious which you'd prefer?