Hi All- Curious if anyone is investing via directing indexing on a platform like public.com. Any major pitfalls? I know it's slightly more expensive but with the ability to tax harvest seems like it would more than make up for it?
Thanks,
Eric
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ER
Eric Ruberg
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6 replies
Replies (6)
Del S
7 months ago
Given that a small set of stocks count for a majority of the returns, it seems like you'd be better off guaranteeing you hold those and just don't sell until you need income.
+1 on the "tax tail wagging the investment dog" suggestion.
Roberto Sánchez
7 months ago
What problem are you trying to solve?
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