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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.
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Investment Strategies / Index Investing
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Author: tedthedog   😊 😞
Number: of 291 
Subject: Direct Indexing
Date: 04/25/25 9:51 AM
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In thread hummingbird writes on euros there was interest in tracking "MSCI World EX-US Equal Weight Index" for those wanting broad, equal weight, ex-US exposure. Discussion ensued of whether or not an existing ETF does this, I gather 'not'.

"Direct Indexing":
Fidelity, Schwab, others do 'direct indexing' where you specify some desired index and they do the rebalancing etc for you to make it happen. Of interest to U.S. investors is they also include 'tax loss harvesting' see e.g.
schwab.com - Tax advantages and risks direct indexing
Schwab says this can generate 1 to 2 percentage points of after-tax returns for high net worth investors and investors with substantial capital gains. This might be sufficient to offset a brokerage fee of around half a percent.

Caveat: I have no direct knowledge about this, if of interest pls do your own due diligence.

Apology: This is actually on topic (:->
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