Wilma had a number of stock transactions during the year that resulted in an $18,000 capital loss She has one stock remaining in her portfolio that would give her a $16,000 capital gain if she sold it now She believes this stock is going to increase more in value, so she does not really want to sel...

If Wilmas marginal tax rate is relatively static Wilma should sell a ...

Wilma had a number of stock transactions during the year that resulted in an $18,000 capital loss.

Question:

Wilma had a number of stock transactions during the year that resulted in an $18,000 capital loss. She has one stock remaining in her that would give her a $16,000 capital gain if she sold it now. She believes this stock is going to increase more in value, so she does not really want to sell it. What do you suggest that Wilma do?
Portfolio
A portfolio is a grouping of financial assets such as stocks, bonds, commodities, currencies and cash equivalents, as well as their fund counterparts, including mutual, exchange-traded and closed funds. A portfolio can also consist of non-publicly...