SMAs: Quantifying the Tradeoffs Between Taxes and Diversification

By Kaitlin Simpson Hendrix, Researcher and Vice President

SMAs: Quantifying the Tradeoffs Between Taxes and Diversification
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Jun 18, 2021

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USD

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Equity Investing Fixed Income Investing Market Volatility

SMAs: Quantifying the Tradeoffs Between Taxes and Diversification

Our research shows that a broadly diversified portfolio can increase expected ending wealth over the long term compared to a concentrated portfolio, net of taxes incurred during the transition.

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