Truths and Myths of Loss Harvesting with Long/Short Extensions
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This article explores the use of leverage in tax-managed investment strategies, specifically through long/short extensions applied to direct indexing portfolios. By expanding beyond long-only approaches, these strategies can increase the amount of tax losses harvested per dollar invested, potentially improving after-tax outcomes. They may be particularly relevant for investors who regularly realize capital gains, anticipate significant liquidity events, or seek to reduce concentrated positions without triggering immediate taxes.
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Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
