4min chapter

Animal Spirits Podcast cover image

Talk Your Book: Hedging Your Portfolio with Options

Animal Spirits Podcast

CHAPTER

Exploring Unique Strategy for Managing Concentrated Risk with Exchange Fund Replication

Explore the innovative strategy of exchange fund replication, which tackles concentrated risk by leveraging listed derivatives to achieve diversification and tax efficiency. Learn how this approach offers daily liquidity, transparent tax loss harvesting, and the growing trend of integrating options-based strategies in advisor models for tax-aware investing.

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