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Lisa Goldberg, Pete Hand and Alan Cummings, UC Berkeley & Aperio Group: The Tax-Loss Harvesting Life Cycle
January 17 @ 11:00 am - 1:00 pm
The Tax-Loss Harvesting Life Cycle
A 43-Year Retrospective of Equity Indexing Strategies for Taxable Investors
Tax-loss harvesting aims to realize losses on individual stocks in conjunction with an investment objective such as index tracking. In this talk, we give a historical appraisal of the value of tax-loss harvesting to taxable investors with realized gains in their portfolios. Our study provides insight into the lifecycle of a tax-loss harvesting strategy, which has its youth, midlife, and golden years.TLH-lifecycle