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Realising a gain

Selling a position that has risen, turning a paper result into cash.

When the metric lies

It creates a taxable event and resets the holding period for tax relief.

Also known as: realising a gain, profit taking

Our plan

Pro plan

More watchlists, report exports and API access by key.

Related terms

Position weight
Quality investing
Rebalancing
Scaling out
Small-cap premium

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