Research by AQR on direct indexing shows that realized loss generation tends to decline meaningfully after the early years of implementation, often falling to low single-digit percentages of portfolio value annually as gains accumulate.

Authors

• Person: Not available Organization: True Wealth Design
  Tax Loss Harvesting Rules: What High-Income Investors Need To ...

Sources

• Tax Loss Harvesting Rules: What High-Income Investors Need To ... www.truewealthdesign.com True Wealth Design via serper

Referenced by nodes (1)

• direct indexing concept