Ombud
Junior Associate
Joined: Jan 14, 2013 23:21:04 GMT -5
Posts: 7,592
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Post by Ombud on Oct 31, 2022 14:14:08 GMT -5
9/28/22 I sold out of PWZ (CA taxfree intermediate, monthly payouts) harvesting a nice loss of 4339. Wipes out all my CGs in a bad year. Stuck it in a CD which matures this week. My initial thought was to get back in at a lower point (its there) after waiting long enough to avoid a wash sale (also there)
Now I'm 2nd guessing myself.
Preface: this is the only investment I've every made in fixed income side .... I'm a confirmed equities investor which might be why I'm hesitating. But that CD rolls 11/3/22 so I need to decide what to do
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uncle23
Well-Known Member
Joined: Dec 18, 2010 10:10:19 GMT -5
Posts: 1,614
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Post by uncle23 on Nov 4, 2022 16:49:47 GMT -5
..Curious on what you decided.. its 11/04/2022
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Ombud
Junior Associate
Joined: Jan 14, 2013 23:21:04 GMT -5
Posts: 7,592
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Post by Ombud on Nov 5, 2022 20:17:06 GMT -5
46k CD @ 3.0% matured, picked up 50k CD @ 3.3%. PWZ paying less than that (2.56%) even after factoring taxes in. New maturity date 12/15/22. I'll be out of the country 12/6-12/18/22 so it's ok by me that it's for 6 weeks not 4. I have a 4k 2.95% CD maturing 11/9/22 and I'll put that back into Schwab cash account. Hate it when that account goes under 10k
FWIW it is not my EF. That's at USAA
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