Flirting with Models

The Research Library of Newfound Research

Tag: capital gains

Taxes and Trend Equity

Trend equity is often assumed to be tax inefficient, but it may be tax beneficial by realizing capital gains that reduce the risk of rising tax rates.

High Capital Gains, Low Expected Returns: A Frustrating Combination

Framework for considering the trade-offs between paying capital gains taxes and rebalancing to an optimal portfolio given current market outlook.
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