As a portfolio appreciates in value over time, the opportunity for harvesting tax losses typically decreases, which can make the portfolio feel locked up.

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 (1)

• tax-loss harvesting concept