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Investment Strategies / Index Investing
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Author: InParadise   😊 😞
Number: of 209 
Subject: Re: Direct Indexing
Date: 04/25/2025 10:50 AM
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No. of Recommendations: 4
We have been wanting to dig deeper into this at Fidelity. Besides the tax loss harvesting, one of the features I liked was ability to exclude certain stocks or even sectors. Would love to hear from those who have used it.

IP
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