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Yep, the strategy is called direct indexing and tax-loss harvesting is the reason to do it. Gotta be careful doing it - fees can quickly eat up any upside. So
by alistairSH 4y ago
Yep, the strategy is called direct indexing and tax-loss harvesting is the reason to do it. Gotta be careful doing it - fees can quickly eat up any upside. Some of the robo-investing platforms offer this strategy, though I haven’t looked deeply into it.