Zortix
SearchAsk Zortix…⌘KSign in
BALANCEDIn depth · 4/5

Leverage dial adjusts for tax-loss urgency

The case was made that the level of leverage in a long-short strategy can be scaled up or down based on a client's urgency to generate tax losses to offset specific, time-sensitive capital gains.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Leverage dial adjusts for tax-loss urgency · Zortix