Tax harvesting can save money—but it can also derail your portfolio

Tax harvesting can save money—but it can also derail your portfolio


“Tax loss harvesting can be useful, but the investor has to be cognisant of certain behavioural pitfalls. As long as it remains an add-on activity and doesn’t dictate your overall portfolio construction, it is fine,” said Ravi Saraogi, founder, Samasthiti Advisors.

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