Tax Alpha Insider

Tax Alpha Insider

I built a tax-aware long/short simulator/dashboard

A simulator anyone can use to kick the tires on tax-aware long/short... with caution

Brent Sullivan's avatar
Brent Sullivan
Aug 24, 2025
∙ Paid

The promise of tax-aware long/short strategies like the 130/30, 200/100, and more, is pretax alpha plus a boatload of capital losses.

Here’s a 2-sentence, 2-image overview if you need to get up to speed on the hottest thing happening in taxable wealth (est. $55bn - $65bn AUM).

The losses are useful for offsetting realized gains in the immediate portfolio…

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