Natural Tax-Loss Harvesting
Tax-Loss Harvesting Rebellion’s Tax Loss Harvesting Artificial Intelligence Investing Platform Is So Naturally Tax Advantageous?
For nearly 15 years, Rebellion Research has employed an Artificial Intelligence Investing platform for our clients that has relied upon a natural formula of selling poorly performing stocks and holding onto winning stocks. Most years, our clients will have a tax loss despite double digit returns in the value of their accounts.
How has our AI managed to be so tax efficient since inception? The answer is simple:, it’s the nature of our AI system, which hunts for stocks to hold onto for long periods of time while quickly dropping losing picks.
Since our AI views every stock as one of many thousands of potential bets, whenever a stock is sold, there are many more just like it from which the AI can buy in its place.
For example, if Rebellion’s AI technology wants a US or European steel company, and assuming its first purchase does not work out the AI will replace the money-losing investment with another similar company that has similar potential and odds of market outperformance.
Or maybe the AI likes semiconductor companies, but it purchases American Micro Devices (NASDAQ:AMD) at a poor time. Still, it can express its desire for semiconductor exposure by–potentially–switching out AMD with NVIDIA (NASDAQ: NVDA)
In this way, without any intentional engineering, our AI is naturally tax efficient, because it gives up on losing stocks quickly and holds stocks as long as they have a high chance of going up–sometimes up to 5 or 6 years.
In fact, our AI looks to hold every stock for a long time, as for each stock that it purchases, there are up to 100 positive INDIVIDUAL reasons or factors that contributed to the high rating and purchase of the stock.
And so often a purchase of Ford can be easily replaced with shares of Mercedes Benz while realizing a tax-loss for your account while keeping the AI’s desired exposure.