PORTFOLIO STRATEGIES - Diversification in the Presence of Taxes - A common problem for taxable investors is how much to diversify either a low cost basis single-asset or concentrated portfolio. While tax-exempt theory is clear on the benefits of diversification, and there are useful industry methods for addressing this, in the presence of taxes there are no standard approaches to arriving at a ...
| Year of publication: |
2000
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| Authors: | Stein, David M. ; Siegel, Andrew F. ; Narasimhan, Premkumar ; Appeadu, Charles E. |
| Published in: |
The journal of portfolio management : a publication of Institutional Investor. - New York, NY : Institutional Investor, ISSN 0095-4918, ZDB-ID 1971451. - Vol. 27.2000, 1, p. 61-71
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