Works matching IS 27716511 AND DT 2022 AND VI 13 AND IP 2
Results: 10
Catholic Values and Direct Indexing: No Performance Penance Needed.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 117, doi. 10.3905/jbis.2022.1.006
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Tax-Efficient Diversification of a Concentrated Portfolio through Margin and Shorting.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 101, doi. 10.3905/jbis.2022.13.2.101
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The Benefits of Direct Indexing for Transitioning Portfolios.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 90, doi. 10.3905/jbis.2022.1.008
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Optimal Tax-Loss-Harvesting Implementation.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 75, doi. 10.3905/jbis.2022.13.2.075
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- Article
Beware the Bounce: Tax-Loss Harvesting during a Stock Market Crash.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 62, doi. 10.3905/jbis.2022.1.007
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Direct Indexing with Tax-Loss Harvesting: The Importance of Held-Away Gains.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 52, doi. 10.3905/jbis.2022.1.005
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The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 28, doi. 10.3905/jbis.2022.1.001
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Direct Indexing: Opportunities for Customization and Potential Tax Alpha.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 13, doi. 10.3905/jbis.2022.1.009
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Direct Indexing: A Point Solution for Global Crises.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 11, doi. 10.3905/jbis.2022.1.010
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Special Section Editor’s Introduction for 2022 Special Issue on Direct Indexing.
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- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 2, doi. 10.3905/jbis.2022.13.2.002
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- Article