What are the choices for Tax-Loss Harvesting?

Tax-Loss Harvesting is an investment strategy for U.S. stocks from December to January and is mainly applied in the field of financial investment under a tax environment.

For U.S. citizens, capital gains tax is very onerous. Tax-Loss Harvesting refers to when investors intentionally sell securities (such as stocks, funds, bonds, etc.) that are in a state of decline and loss in order to reduce taxable income. In this way, investors can offset capital gains with investment losses.

As Tax-Loss Harvesting nears its end, the worst-performing stocks will see a rebound in trading.

Historically, these stocks have exceeded by about 250 basis points on average from the last two weeks of December to the end of January.

Some individual stocks with "more holdings by investors" in various industries with poor performance in 2024 include:

In the communication industry: $Sirius XM(SIRI)$ held by Buffett.

In the discretionary consumption sector: $Mobileye Global Inc.(MBLY)$ $Rivian Automotive, Inc.(RIVN)$ $Lucid Group Inc(LCID)$ $Nike(NKE)$ $Etsy(ETSY)$

In the consumer staples sector: $Walgreens Boots Alliance(WBA)$ $Estee Lauder(EL)$

In the energy sector: $New Fortress Energy LLC(NFE)$ $Halliburton(HAL)$

In the financial sector: $StoneCo(STNE)$

In the healthcare sector: $agilon health, inc.(AGL)$ $Biogen(BIIB)$ $None(HUM)$ $Moderna, Inc.(MRNA)$