What it looks like:
• Portfolio of low-cost, brand-name sector ETFs that provide the risk and return attributes of the S&P 500.
• Purchase market weights of each of the 11 S&P 500 sector ETFs to represent their exposure in the index.
What it looks like:
• Portfolio of low-cost, brand-name sector ETFs that provide the risk and return attributes of the S&P 500.
• Purchase market weights of each of the 11 S&P 500 sector ETFs to represent their exposure in the index.
• Monitor every security in every client account every day, screening for opportunities to capture tax benefits (losses)
• When a target threshold is reached, we “swap” (sell an ETF to capture an available loss and simultaneously re-purchase a similar ETF) at each opportunity.