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Using LAMF to Fund Strategic Asset Allocation Without Selling Holdings
Use LAMF as interim funding without redeeming investments.
Investors seeking to rebalance from 80% equity to 60% equity traditionally sell units, potentially triggering capital gains tax and transaction costs. An alternative approach involves borrowing against existing equity holdings and deploying the proceeds into debt or gold assets. This method adjusts overall risk exposure while preserving the original investment units. In 2026, such synthetic rebalancing strategies are gaining traction. Apply Now