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Investing - Theory, News & General • Frec - Low Cost (0.10%) S&P500 Direct Indexing Startup

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How does direct indexing work if NVDA, INTC, SBUX, NKE drops 20% one day and comes back up 20-30% next day or week or in 10 days ?
By doing nothing. The beauty of cap weighting is that you don't need to trade based on price fluctuations of a single stock. It is based on the preference that stocks are owned in proportion to their market weight.

But there is going to be drift from the index due to tax loss harvesting. I presume they have some systematic means of avoiding excessive trading costs due to whipsaws. They would need that anyway to avoid wash sales. But if you drop exposure to NVDA for 30 days in order to tax loss harvest it, you do run the risk that it goes up substantially while you are out of it. Your purchase of this product means you are going to take risks like that. And it's not always a bad thing. Sometimes NVDA is going to drop further while you are out of it.

Statistics: Posted by whodidntante — Thu Aug 15, 2024 4:37 pm — Replies 49 — Views 10009



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