Specific Identification
InvestingA method of identifying exactly which shares to sell, allowing you to choose the most tax-efficient lots.
Example
Example: Consider an investor building a $100,000 portfolio. Specific Identification — a method of identifying exactly which shares to sell, allowing you to choose the most — directly affects investment strategy and long-term returns. Getting this concept right can mean tens of thousands of dollars in difference over a 20-year period. Model your portfolio with our investment calculator.