Any thoughts on this article in Bloomberg? Seems to be a variant of TLH direct indexing but creating larger losses than direct indexing (and of course more fees)
Their Goal to be generating after tax alpha of 0.8% beyond an index. And specifically targeting employees of tech companies or business owners that willl have large embedded capital gains who want to eventually index out.
Wall Street Takes Tax-Loss Harvesting to the Next Level
https://www.bloomberg.com/news/features ... cans-bills
Their Goal to be generating after tax alpha of 0.8% beyond an index. And specifically targeting employees of tech companies or business owners that willl have large embedded capital gains who want to eventually index out.
Wall Street Takes Tax-Loss Harvesting to the Next Level
https://www.bloomberg.com/news/features ... cans-bills
Statistics: Posted by kxl19 — Sat Nov 16, 2024 8:03 pm — Replies 0 — Views 97