Harvesting Losses into a Field of Opportunity

As we approach the end of 2023, investors may want to take stock of their fixed income portfolio and consider how to position for the new year. This week on the Basis Points podcast, Kevin Flanagan discusses tax-loss harvesting and how to implement a barbell strategy with a few of our fixed income ETFs.

Basis point: 1/100th of 1 percent.

Duration: A measure of a bond’s sensitivity to changes in interest rates. The weighted average accounts for the various durations of the bonds purchased as well as the proportion of the total government bond portfolio that they make up.