(Natixis Investment Management) Q1 2024 represented a somewhat muted period from a tax loss harvesting perspective. Investors oftentimes have at least some exposure to underperforming names. This harvesting opportunity varies quite a bit based on client-specific events
US stocks are facing a growing risk of a sharp selloff this year as the escalating war in Iran hurts global markets.
Growth-value rotation sounds good in theory. Executing the tactic—without triggering taxes, without optimal timing, without constant oversight—is where most advisors hit a wall. Pacer ETFs’ QQWZ aims to solve all three problems at once. The fund alternates between the Nasdaq-100 and the Pacer US Cash Cows 100 Index based on a monthly relative strength screen, using the ETF wrapper to rotate without generating capital gains. Sean O’Hara, President at Pacer ETF Distributors, breaks down how it works.