Non-US Investing • Optimizing capital gains before moving to the US

I currently live in Switzerland and hold most of my investments in VWRA (world stocks, IE domiciled).
Next year I am likely going to move to the US as a US resident. I'd like to expose my thinking and seeking your feedback.
- I know IE based investments are taxed very unfavorably for US residents, so I want to sell everything before the end of 2024
- I wish to minimize the time while I remain out of the market
- I have an IBKR account, without margin
- I'm fortunate enough to pay no capital gain taxes in Switzerland in 2024
- I have cash at hand that corresponds to about 25% of the VWRA position
- so I could sell 25% of VWRA, re-buy the same $ amount of another ETF, for example VT, and stay out of the market only a couple of minutes. Then repeat this operation 3 more times every few days. This is because without a margin account after each sell the cash won't be available for a few days.

Am I missing anything?
Is there a better strategy?
And what do I do if after selling VWRA and buying VT the stock market soars? Is it worth to sell/buy again another equivalent ETF?
My mind tries to optimize further but I think variations of it are similar to time the marker somehow.

Statistics: Posted by roller_coaster — Tue Dec 03, 2024 9:15 am — Replies 0 — Views 15

---