Deconcentrate Your Portfolio with Direct Indexing
Direct indexing is one way that an advisor can deconcentrate an overconcentrated portfolio in a tax-efficient way.
Source: etftrends.com
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Tax-Loss Harvesting With Direct Indexing
Direct indexing can allow investors to do tax-loss harvesting with more precision as opposed to using investment vehicles like ETFs.
Source: etftrends.com
Be Your Own Portfolio Manager with Direct Indexing
With direct indexing, the investor directly owns the stocks, essentially making them their own portfolio manager.
Source: etftrends.com
Who Direct Indexing is Ideally For
With direct indexing gaining in popularity, Vanguard outlines four scenarios in which this strategy is appropriate for investors.
Source: etftrends.com
Increase After-Tax Alpha With Direct Indexing
Direct indexing with daily scans for tax-loss harvesting opportunities can increase after-tax alpha by 20 to more than 100 basis points.
Source: etftrends.com