2024年最适合“避税”的亏损了结票

财经自媒体12-17 10:17

税收损失抛售(Tax-Loss Harvesting)是美股在12月-1月的一种投资策略，主要应用于税收环境下的金融投资领域。

对美国公民来说，资本利得税（Capital Gains）是非常繁重的。税收损失抛售是指投资者为了减少应纳税收入，有意出售价格下跌、处于亏损状态的证券（如股票、基金、债券等）。通过这种方式，投资者可以用投资损失来抵消资本利得。

随着税收损失抛售接近尾声，表现最差的股票会出现反弹交易。
历史上看，这些股票从12月的最后两周到1月底这段时间平均会超出约250个基点。

2024年各行业表现交差的一些“投资者持仓较多的”个股包括：

通讯行业：巴菲特持仓的 Sirius XM Holdings Inc.

可选消费： Mobileye Global Inc.Rivian Automotive, Inc.Lucid Group Inc 耐克 Etsy, Inc. \

必须消费：沃尔格林联合博姿雅诗兰黛

能源类的： New Fortress Energy LLC 哈里伯顿

金融类的: StoneCo

医疗保健： agilon health, inc.哈门那渤健公司

科技：英特尔思佳讯 SolarEdge Technologies, Inc.Unity Software Inc.

海量资讯、精准解读，尽在新浪财经APP

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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