Partly cloudy skies. Low around 55F. Winds light and variable..
Partly cloudy skies. Low around 55F. Winds light and variable.
Updated: August 2, 2021 @ 11:10 pm
The chart (‘Concentrated Stock Work Down’) represents a real-life example of a Canvas client portfolio. The client started using Canvas with a 45% weight to a single stock (‘Stock X’). Through active tax management (% of position sold each day labeled on the curve) the position was reduced to 14% in eight months with zero net capital gains.
STAMFORD, Conn.--(BUSINESS WIRE)--Jul 20, 2021--
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