Comment by Spooky23
6 months ago
If you have $100k, you can do it with direct indexing at Schwab. The management fee is 0.40%.
I looked into it, but there are gotchas with wash sale rules and taxes. You really need $500k-$1M to avoid tracking errors. End of the day, the overhead seemed more problematic than the problem, so I ended up increasing my global allocation instead.
Could you emulate this by instead shorting thr stock in question? I suppose it would be hard to limit the risk of a short squeeze?
Not for this kind of investment. If I was going to actively manage, I’d tilt the portfolio differently than S&P500.