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Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

Bogleheads On Investing Podcast

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How Much Tax Loss Harvesting Can You Add to Your Portfolio?

The idea here with tax loss harvesting is you sell loser stocks to offset some capital gains tax liability. We looked at past 50 years of data and not surprisingly, during high volatility periods or strong down years, that's when tax loss harvesting could juice your returns the most. On average, on down years or high volatility years, we saw you could add about 2% on that year by tax loss harvesting.

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