direct indexing

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 14, 2025 by Ankur Nagpal · across every show →

Everything said about direct indexing, oldest first

May 14, 2025 bullish
Assertion Partly supported
Nagpal: Direct indexing generates 30% to 40% of capital as usable tax losses
“I've started to do something called direct indexing, where instead of buying a Vanguard fund, it buys each and every one of the 500 companies individually. And the advantage with that is you have more positions, so more volatility. At any given point, more com…”
Ankur Nagpal May 14, 2025 ▶ 10:50 How to retire with millions (and pay $0 taxes)
May 14, 2025
Assertion Supported
Nagpal: Direct index tax-loss harvesting exhausts after three years without new contributions
“So if you do a lump sum investment, after three years, you'll harvest most of your losses. But if you're investing X amount per year, that kind of infinitely goes long.”
Ankur Nagpal May 14, 2025 ▶ 11:33 How to retire with millions (and pay $0 taxes)
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