Long/Short

88% surveyed plan to use tax-aware long/short

More than half said they plan to use it for the long-run

Oct 29 •

What is a trader fund?

Ordinary business losses

Oct 24 •

How do you use tax-aware long/short, if at all?

Different hold patterns for different scenarios

Oct 22 •

When is tax-aware long/short not the right choice?

Consider your options... 130/30 "loss realization potential is very limited"

Oct 10 •

Everyone is catching the long/short bug

We're gonna need a bigger market map

Oct 8 •

Should tax-aware long/short investors care about black swan short sale bans?

When shit hits the fan, investors are exposed to the manager's experience and processes

Sep 30 •

Managing short positions is "not a trivial exercise"

Why did so many 130/30 strategies fail during the global financial crisis?

Sep 7 •

Tax-aware long/short doesn't lockup easily. Why?

Unlimited downside risk on the shorts is the key to understanding

Sep 2 •

Tax-aware long/short reference papers going all the way back to Black-Scholes 1973

Updated regularly

Aug 26 •

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

Aug 24 •

Ha... tax-aware long/short is growing faster than I thought

The leaders are pulling away

Aug 15 •

Is tax-aware long/short transforming taxable wealth? 181 people opined.

How big of a deal is this?

Aug 12 •

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