Contributing additional cash to a direct indexing portfolio refreshes the portfolio's cost basis by creating new lots with a higher basis, which increases the likelihood of finding candidates for tax loss harvesting during market fluctuations.

Authors

• Person: Not available Organization: Parametric Portfolio
  Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade

Sources

• Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade www.parametricportfolio.com Parametric Portfolio via serper

Referenced by nodes (3)

• direct indexing concept
• cost basis concept
• tax-loss harvesting concept