index investing

Direct Indexing and Tax-Loss Harvesting | How Customized Portfolios Cut Tax Drag

By web@flyingvgroup.com | August 3, 2026

A well-managed index ETF is one of the most tax-efficient investment vehicles available. But it has one structural limitation that direct indexing solves: when a fund holds losing positions alongside winning ones, those losses belong to the fund – not to you. You cannot harvest them to offset gains elsewhere in your portfolio. Bouchey Financial…