Tax Advantaged Equity Over Time

Overview

This article explains how Tax Advantaged Equity (TAE) portfolios are traded over time and illustrates how value is achieved over the course of the portfolio’s life. For a TAE portfolio with an objective to harvest available losses and minimize gains while managing risk, there will generally be a few major phases through the life of the portfolio, including loss maximization, loss harvesting and gain minimization, and maturity.

Advisor Thinking