XYIS Xtra | Why Didn’t This Trade? Best Practices for Executing Investment Models

We are diving into some best practices for managing and executing investment models and the operations behind those...specifically smaller account solutions. It gets a bit tricky so here’s how to not have a bad day trading (at least the execution part)!

In this 8 minute installment we discuss:

• The S.A.T.S...again.
• Size / Activity / Taxes / Story
• Design for your target (The de facto XYPN mantra)
• Answering the questions that come up:
• Why didn’t that trade go through?
• I sold, but some of it is still there?
• Why is there extra cash in this account?
• Factors to consider:  Trade costs, short term gains, wash sales, existing holdings, dividend reinvestments, rep codes, minimums, approvals and other fun things!
• Lastly...some words of advice on Household Rebalancing and Tax Location
• Want a more in-depth series on cost / fees?  Let us know and Ask XYIS

Links Referenced in this episode:

• XYIS Trading Guidelines
• Choosing the Appropriate XYIS Model

As always, let us know if you have any questions at support@xyinvestmentsolutions.com or (360) 301-7579.