Combining VPFs and Tax-Aware Strategies to Diversify Low-Basis Stock-Reference-Cited by-同舟云学术

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Combining VPFs and Tax-Aware Strategies to Diversify Low-Basis Stock

Published:2024 Issue: Volume: Page:
ISSN:1556-5068
Container-title:SSRN Electronic Journal
language:en
Short-container-title:SSRN Journal

Author:

Liberman Joseph,Sosner Nathan

Publisher

Elsevier BV

Reference62 articles.

1. Fact, Fiction, and Factor Investing;M Aghassi;The Journal of Portfolio Management,2023

2. Fact and Fiction about Low-Risk Investing;R Alquist;The Journal of Portfolio Management,2020

3. Fact, Fiction, and the Size Effect;R Alquist;The Journal Portfolio Management,2018

4. Tactical and Tax Aware GTAA;M Aked;The Journal of Portfolio Management,2019

5. Direct Indexing with Tax-Loss Harvesting: The Importance of Held-Away Gains;S W Anderson;The Journal of Beta Investment Strategies,2022

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