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The Case for Custom Indexing
Trillions
Is Custom Indexing the Future of Direct Indexing?
trillins invest looks at the pros and cons of direct indexing. The strategy allows investors to generate tax losses, which they can use to offset gains elsewhere. Trillins: Direct indexing is very much one sized fits all; custom indexing is one sized fits one. It's like a commodity game where you're just entering a pure price war with no pricier competitors.
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