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Money Rehab with Nicole Lapin · Wednesday, September 9, 2026

Tax-Loss Harvesting Strategy for Closed-End Funds in December

Nicole Lapin offers a specific trading tip for closed-end funds: look for discounts in December. She explains that tax-loss harvesting can artificially widen these discounts as investors sell losers for tax write-offs, allowing savvy investors to buy assets at a significant reduction.

tickerPUS

The tape

3 quotes
If you're going to buy a closed end fund like PUS, hunt for a discount and hunt for it in December.
Nicole Lapin
That discount gets widest at the end of the year when investors are trying to dump their losers for tax right offs in what's called tax loss harvesting.
Nicole Lapin
So you're not just buying the billionaire, but you're buying the billionaire on sale.
Nicole Lapin
Heard on Money Rehab with Nicole Lapin — “How to Invest Alongside the Most Successful Hedge Funds, published Wednesday, September 9, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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