Introduction
I've been presenting a lot of alternative investment ideas on Seeking Alpha, lately. In 2018 alone, for around 20 different stocks, I've suggested that investors should consider selling those stocks and buying a different investment that was more defensive. As of the end of March, over 80% of those alternative ideas are performing significantly better than the stocks I wrote about. However, even though these alternative ideas are slowly being proven to be good ones, I regularly receive questions about the tax implications of such rotational moves, and whether the alternatives I suggest would still be good ideas if we take taxes into account.
