Financial Independence Girly retweeted
Tax-loss selling is starting early this year. Earlier than I've seen in years.
Millions of investors are dumping stocks right now for one reason: taxes.
Not earnings. Not guidance. Not fundamentals.
That forced selling is pushing good companies below what they're actually worth.
Here's the mistake almost everyone makes when hunting for these bargains:
They screen for the biggest losers of the year.
Wrong number.
Someone who bought in 2019 might still be sitting on a gain. They have nothing to harvest. They're not selling.
The number that matters is how far a stock trades below this year's average purchase price, its year-to-date VWAP.
That tells you how many holders are underwater right now, and how much selling pressure is still coming.
Big gap below YTD VWAP = lots of trapped holders = more forced selling = bigger dislocation.
I built a screener to find exactly these setups.
Over the next few weeks I'll be sharing the best ideas it surfaces.
Follow along.
taxlossseason.com
I bought a house in 2021 for $500k.
It had a 3% interest rate.
Shortly after I got a divorce.
I then found Dave Ramesy and learned about financial independence.
Today I just paid the mortgage off.
I am free! No more debt for me!

