tax loss harvesting and tax alpha

CFA Level III
#1

To get a Tax Alpha, do you have to use Tax Loss Harvesting?

#2

HIFO also generates a tax alpha, as does the use of TDA and TEA

#3

So does putting higher vol assets in a taxable account!

#4

Paraguay Wrote: ------------------------------------------------------- > So does putting higher vol assets in a taxable > account! Can’t recall exactly the reason for this, but I do remember this. Is it because the taxation reduces volatility?

#5

abushey31 Wrote: ------------------------------------------------------- > Paraguay Wrote: > -------------------------------------------------- > ----- > > So does putting higher vol assets in a taxable > > account! > > Can’t recall exactly the reason for this, but I do > remember this. Is it because the taxation reduces > volatility? Yes and also easier to harvest losses from more volatile assets and keep deferring gains on assets that are making money.