Just saved $14,000. in taxes (2020)...File that return baby!!

I was going to reply with something just a little derogatory about OPs story, but I see the good people on this forum already have me covered, so I will refrain, LOL.
 
Your wife trades too? Go give that girl a big hug!

My wife is an amazing stock picker...She has a BA in business. She is better than me. She finds value and holds on tight. I'll share 3 of her stocks in her ROTH IRA; Royce Global Value Trust (RGT), Lowes (LOW), and Owens & Minor (OMI). Usually I will present four or five stocks that I like...And she will pick the right one. Or, she will ask about some company...Usually it is private or been snatched up by someone else. She sees trends that I don't...
 
Cabin, your wife likes RGT. Some time ago someone on this forum told me they love RVT. I think because it didn't drop as much in one of these huge pullbacks. Was that you? Do you (or your wife) still have any love for it, or why RGT over it now?
 
Cabin, your wife likes RGT. Some time ago someone on this forum told me they love RVT. I think because it didn't drop as much in one of these huge pullbacks. Was that you? Do you (or your wife) still have any love for it, or why RGT over it now?

It was me...Own a ton of RGT, RMT, and RVT. Royce Value does better (falls less) in a recession that RMT. Royce Micro Trust doesn't have the income and higher interest cost to withstand a recession like the values do. RGT is great to be diversified around the world...For possible inflation protection. Just me and my wife...
 
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