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111: How to Build a Winning Stock Portfolio, Automatically w/ JJ Maxwell

Rich Habits Podcast

CHAPTER

Personalized Investing with Double Finance

This chapter explores the creation of a custom stock index using the Double automation platform, highlighting its potential benefits for long-term investors. It features an advertisement for tax-efficient ETFs from Neos Investments and discusses various strategies to manage and optimize tax liabilities. The chapter emphasizes the importance of informed investing and the effective use of tax-deferred accounts, alongside practical techniques like tax loss harvesting.

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