In this episode, Ron DeLegge @ETFguide examines tax-loss harvesting strategies to improve your investment portfolio’s design and performance potential. Turn your lemons into lemonade!
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–YOUR RESOURCES FROM RON–
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The two studies mentioned by Ron in this episode are:
CFA Institute: An Empirical Evaluation of Tax Loss Harvesting Alpha
https://alo.mit.edu/wp-content/uploads/2020/07/An-Empirical-Evaluation-of-Tax-Loss-Harvesting-Alpha.pdf
Vanguard study: Tax Loss Harvesting & Wealth
https://personal.vanguard.com/pdf/ISGTLH_102020.pdf
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#TaxLossHarvesting #TaxSelling #Investment
