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Is tax-aware long/short a capital gains escape hatch following an exit?
Possible, but depends on investor circumstances and the markets.
Jun 24
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Brent Sullivan
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Is tax-aware long/short a capital gains escape hatch following an exit?
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VPF + tax-aware long/short for diversifying concentrated stock
Plenty more content coming on this strategy...
Jun 20
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Brent Sullivan
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VPF + tax-aware long/short for diversifying concentrated stock
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Tax-aware long/short could cut Medicare costs
People hate paying more for Medicare
Jun 10
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Brent Sullivan
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Tax-aware long/short could cut Medicare costs
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AQR addresses 5 critiques of tax-aware long/short
Illustrations! Numbers! Let's check it out...
Jun 8
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Brent Sullivan
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AQR addresses 5 critiques of tax-aware long/short
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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
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Brent Sullivan
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Tax-aware long/short interest expense probably isn't deductible
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14 use cases for tax-aware long/short strategies
It goes far beyond offsetting short-term capital gains
May 28
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Brent Sullivan
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14 use cases for tax-aware long/short strategies
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AQR's latest: direct indexing "largely ineffective" at culling single-stock risk
Completion portfolios are an incomplete solution
May 16
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Brent Sullivan
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AQR's latest: direct indexing "largely ineffective" at culling single-stock risk
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Five big questions from readers about tax-aware long/short strategies
Plus, I'm building a tax-aware long/short simulator
May 4
•
Brent Sullivan
6
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Five big questions from readers about tax-aware long/short strategies
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AQR on the record: Critics don't understand tax-aware long/short
Answers to common questions about tax-aware long/short strategies
Apr 27
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Brent Sullivan
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AQR on the record: Critics don't understand tax-aware long/short
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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
•
Brent Sullivan
6
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Tax-aware long/short... what if the long is an ETF?
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Actual tax-aware long/short financing costs from the marketplace
Benchmarking leverage spreads
Apr 16
•
Brent Sullivan
2
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Actual tax-aware long/short financing costs from the marketplace
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Tax-aware long/short market map
All the players on one page
Apr 4
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Brent Sullivan
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Tax-aware long/short market map
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