Navarre Trousselot
speaker
492 appearances
1 recordings
1 series
first heard Jun 2026
last heard 10 Jun
Navarre Trousselot’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
It's figured out based off our strategy of FIFO that we need to buy some more of these three things.
We need to sell these three things.
And we can see over here, this will look a lot better.
But you can see like it's given us for each sector what the target is, what the current is and what it will be after you make those three trades.
So you can see financials was currently overweight.
The target's 15, and that's why it's getting rid of CBA.
And then materials was a bit overweight, and that's why it's getting rid of BHP, for example.
And then same with crypto.
We were underweight in that, so it wants us to buy a bit more to boost it up.
So the awesome thing with this is that it's a rebalancing tool, but it's a tax aware rebalancing tool.
So based off your strategy, you could flip this to if you want to try and do it with the least amount of tax, flip it to a minimized CGT strategy, and it will factor those rules in when deciding what needs to be sold.
Yeah, exactly.
We're not weighting BHP versus Apple and saying, oh, this one's better than that.
It's just based off FIFO, which we've set, this is the mathematical truth for how to get to your targets.
And I've said this 100,000 times.
Shouldn't be too far off.
So we're targeting in June, so pretty soon.
But again, we want to release this when it's like perfect because you don't want to be mucking around with numbers that aren't correct.
So we'll be doing some beta testing.
So if you're one of our customers already and you want to get in on the beta test, let us know.
Showing 421–440 of 492 · page 22 of 25
← Previous
Next →