ML-QuantSubscribe

SSRNOther

Loss Harvesting or Gain Deferral? A Surprising Source of Tax Benefits of Tax-Aware Long-Short Strategies

Tax-aware long-short factor strategies can lead to net capital losses exceeding 100% of the initial investment within three years, due to deferred capital gains, not increased capital losses.

Featured in No. 17 on 28 Sep 2023 · 2 days after release · 3 citations today

Released
26 Sep 2023
First featured
No. 17 · 28 Sep 2023
Citations (Semantic Scholar)
3
Influential citations
1
Published in
Not yet, as far as Semantic Scholar knows
Shares when featured
4
Identifier
SSRN 4584287

Citations and venue from Semantic Scholar (ODC-BY), refreshed weekly. Summary: Quant Letter (CC BY 4.0).

    Type to search. Try rough volatility, LLM agents or FinGPT.

    ↑↓ move↵ openesc closeFull search page