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. https://www.aperiogroup.com/resource/520/node/download https://www.aperiogroup.com/resource/491/node/download
- Slides
- Start date: 2017-01-17 11:00:00
- End date: 2017-01-17 13:00:00
- Venue: 639 Evans Hall at UC Berkeley
- Address: 639 Evans Hall, Berkeley, CA, 94720