direct indexing
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 30, 2025 by Tad Fallows · across every show →
Everything said about direct indexing, oldest first
Dec 30, 2025 positive
Fallows: Direct indexing generates tax losses to offset concentrated position gains
“A third option is what's called direct indexing. And indexing, as I'm sure you're familiar, is basically, if you want to own the S&P 500, you're getting exposure to 500 companies, as is in the name, or the FTSE 100 in England's roughly a hundred companies. Now…”