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Are results guaranteed with Cache Long/Short?

Understand what to expect from Cache Long/Short and why tax outcomes cannot be guaranteed in advance.

Updated this week

No. The amount of losses generated, and the resulting tax benefit, depend on market conditions, portfolio activity, tax rules, and your individual circumstances. Results vary, and specific tax outcomes cannot be guaranteed.

The objective is to improve after-tax outcomes over time through deliberate management of gains and losses, not to guarantee the elimination of taxes or a fixed level of savings.

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