What is a ‘capital gain’?
It’s pretty much what it sounds like: an increase in the value of your investment.
If you sell an investment that has gained in value, that’s a capital gain. You’ve made a profit and are subject to federal capital gains taxes within your taxable brokerage account.
However, investments can also lose value. This is known as a capital loss and is claimable when the loss is realized (AKA when the investment is sold).
Related questions View all Tips & Guidance
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Q. What are the fees for this account?
Nothing in addition to your monthly subscription fee! If you’re a Stash Growth or Stash+ customer, you automatically have access to Smart Portfolio and there are no additional fees for having one. DISCLOSURES A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.…
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Q. How is this Smart Portfolio recommended for me?
The Smart Portfolio mix is selected to be best-suited to your risk profile. Staying invested is really important, and we know that you are more likely to stay the course if your portfolio offers you a comfortable balance of growth and volatility (or the most comfortable balance of reward versus risk over the long term).…
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Q. Am I allowed to withdraw and deposit funds?
Absolutely! We encourage you to deposit funds on a regular basis, so that you can build a strong portfolio. In fact, that philosophy is a pillar of The Stash Way®. You can also withdraw whenever you want.…
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