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A long only portfolio making new highs in a Recession?
- Thread starter Wayne
- Start date
View attachment 4125
Who says you need to short the market to make money in bear markets. A data-driven macro adapting portfolio is all we need! #AWAKE
do you know what the return of the AWAKE portfolio is as compared to SPY if factoring in capital gains payments for transactions ?
I use it in nontaxable accounts. Assuming a full tax load of 35% you can just take that off the average return... ~54%, 54*.65=35.1% Net return after taxes. If I was using it in a taxable I would use futures or options on the indexes to reduce the tax load. 1256 contracts for the win. Also, you can use options to offset the delta of a long exposure for every asset to never sell the underlying asset and avoid capital gains. Granted the options will still have capital gains but at least the underlying will not. It is more complicated but can be done.
This is not advise!!!!!!! Talk to a CPA that specializes in trading.
This is not advise!!!!!!! Talk to a CPA that specializes in trading.