Long/Short

Tax-aware long/short: "Not enough focus on the end game"... until now

Tax-aware long/short is a powerful tool that needs a planning envelope

Aug 5 •

Is tax-aware long/short a capital gains escape hatch following an exit?

Possible, but depends on investor circumstances and the markets.

Jun 24 •

VPF + tax-aware long/short for diversifying concentrated stock

Plenty more content coming on this strategy...

Jun 20 •

Tax-aware long/short could cut Medicare costs

People hate paying more for Medicare

Jun 10 •

AQR addresses 5 critiques of tax-aware long/short

Illustrations! Numbers! Let's check it out...

Jun 8 •

Tax-aware long/short interest expense probably isn't deductible

It is limited to net investment income (NII) which short-term capital losses floor

Jun 3 •

14 use cases for tax-aware long/short strategies

It goes far beyond offsetting short-term capital gains

May 28 •

AQR's latest: direct indexing "largely ineffective" at culling single-stock risk

Completion portfolios are an incomplete solution

May 16 •

Five big questions from readers about tax-aware long/short strategies

Plus, I'm building a tax-aware long/short simulator

May 4 •

AQR on the record: Critics don't understand tax-aware long/short

Answers to common questions about tax-aware long/short strategies

Apr 27 •

Tax-aware long/short... what if the long is an ETF?

A novel approach to the 130/30 is compelling, but has a few tradeoffs

Apr 20 •

Actual tax-aware long/short financing costs from the marketplace

Benchmarking leverage spreads

Apr 16 •

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