Subject: Re: Direct Indexing with Tax Loss Harvesting
...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
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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