---
title: Portable Alpha for Taxable Investors
url: https://www.ml-quant.com/papers/ssrn/4513238/
site: ML-Quant (https://www.ml-quant.com)
updated: 2026-09-26
license: Summaries CC BY 4.0; links go to the original sources
index: https://www.ml-quant.com/llms.txt
identifier: SSRN 4513238
source_url: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4513238
featured: 2023-07-19
citations: unknown
topic: Macro-Finance & Rates
---


# Portable Alpha for Taxable Investors

Capital efficient retail products, like a 90/60 equity/bond strategy, can effectively replace long-only equity positions and help implement portable alpha strategies for taxable investors.

- Source: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4513238
- Identifier: SSRN 4513238
- Released: 2023-02-15
- First featured: Quant Letter No. 8 (2023-07-19): https://www.ml-quant.com/issues/2023-07-19/
- Citations (Semantic Scholar): not tracked
- Published in: not yet
- Topic: Macro-Finance & Rates

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