Subject: Re: Avoid CGT on your appreciated securities
I was just about to post this.

Certainly interested - here is another link:

https://www.wealthmanagement.c...

“You’ll contribute your portfolio from Schwab, Fidelity, wherever it is,” said Meb Faber, co-founder and chief investment officer of Cambria Investment Management, the quant firm advising TAX. “Let’s say you’ve got $1 million in all these stocks, and then the next day you’ll have TAX ETF — and it’s not a taxable event.”

The products resemble so-called “swap funds” or “exchange funds,” which also combine the holdings of investors in return for shares in a pooled portfolio. Those have traditionally been arranged by banks for the super rich, but have become more common after the now 15-year-long stock rally minted a new class of millionaires, especially in the tech sector.