EPISODE · Nov 8, 2023 · 12 MIN
Using ETFs as Single Stock Substitutes + Reduce the 2023 Tax Bite NOW!
from Spotlight Podcast · host Ronald DeLegge
In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for single stock alternatives, factor investing in quality dividend and value stocks and ideas for 2023 tax-loss harvesting. *ETF tickers mentioned in this episode*Alerian Energy Infrastructure ETF (ENFR)Alerian MLP ETF (AMLP)ALPS O’Shares U.S. Quality Dividend ETF (OUSA)ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)ALPS Sector Dividend Dogs ETF (SDOG)Energy Select Sector SPDR Fund (XLE)**********To learn more about SS&C ALPS Advisors visit*http://www.alpsfunds.com
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In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for single stock alternatives, factor investing in quality dividend and value stocks and ideas for 2023 tax-loss harvesting. *ETF tickers mentioned in this episode* Alerian Energy Infrastructure ETF (ENFR) Alerian MLP ETF (AMLP) ALPS O’Shares U.S. Quality Dividend ETF (OUSA) ALPS O’Shares U.S. Small-Cap Qualit...
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Using ETFs as Single Stock Substitutes + Reduce the 2023 Tax Bite NOW!
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