Direct Indexing: Maximizing Returns with Tax Saving Strategies

In this video we talk about direct indexing which is an approach to index investing that involves buying the individual stocks that make up an index, in the same weights as the index. This is in contrast to buying an index fund like an exchange-traded fund ( ETF) that tracks the index through one fund. Direct Indexing buys up the stocks that make up that ETF.

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00:00 Welcome
00:12 Intro
00:54 What is Direct Indexing?
03:24 What is Capital Gains Budget?
03:50 Use Cases for Direct Indexing.
05:20 Downsides of Direct Indexing
06:50 Outro

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Carl Lymangood is an employee of Petros Family Wealth. All opinions expressed by them are solely his own opinion and does not reflect the opinion of Petros Family Wealth.

Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://www.petrosfw.com/general-5

Видео Direct Indexing: Maximizing Returns with Tax Saving Strategies канала Petros Family Wealth