Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of ETFBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of ETFBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd

The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Index Investing
Unthreaded | Threaded | Whole Thread (13) |
Author: InParadise ✧☼  😊 😞
Number: of 291 
Subject: Re: Direct Indexing with Tax Loss Harvesting
Date: 03/27/26 10:57 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
...unlike the ETF they are not required to buy the now spiraling up in cost new entry and sell the plunging shares of the company exiting the index
...
This is funny, in that a recent study has said that when the S&P500 drops one stock and adds another, the dropped stock does better and the new stock underperforms. !!

Yes, I think we are saying the same thing. Direct indexing doesn't require that you jump on the band wagon and follow the new formation of the index.

IP

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to InParadise here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 287 posts about Index Investing. The article-length ones it recommended most:
S&P500 valuations · 31 recs · 2023
S&P500 sales growth & multiple · 22 recs · 2025
Software equal weight - XSW · 12 recs · 2025
Welcome! · 4 recs · 2022
Shrewd Sam vs No-risk Ned · 2 recs · 2024
Unthreaded | Threaded | Whole Thread (13) |


Announcements
Index Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of ETF | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community