Realized tax-loss harvesting yields generally increase with portfolio risk scores because higher risk levels involve higher allocations to volatile asset classes like stocks, which create more harvesting opportunities.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Tax-Loss Harvesting - Methodology

Sources

• Wealthfront Tax-Loss Harvesting - Methodology research.wealthfront.com Wealthfront via serper

Referenced by nodes (1)

• stocks concept