Hi Caroline,

2023 has been a challenging year for many investors. Nearly half of the major GIC sectors are in the red for the year, and capital gains distributions announcements are beginning. Now is a great time to consider repositioning portfolios into higher quality investments going forward, while taking advantage of some of those positions that are expecting large capital gains distributions, or have losses on paper.

ProShares Investment Strategy team recently released our annual tax loss harvesting grid with commentary (see below) as well as our November market commentary. NOBL - the ProShares S&P500 Dividend Aristocrats, is one of our top swap recommendations and recently celebrated 10 years of live fund performance. During that time, the fund never paid a capital gain, and managed to outperform 98% of active managers in the equity income space.

Happy to run comparisons if there's any funds you'd consider swapping out of, or set up a call with our investment strategy team to bounce ideas off of as you reposition.

Have a great Thanksgiving and thank you for your partnership.

-Danny

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Hi Caroline,

2023 has been a challenging year for many investors. Nearly half of the major GIC sectors are in the red for the year, and capital gains distributions announcements are beginning. Now is a great time to consider repositioning portfolios into higher quality investments going forward, while taking advantage of some of those positions that are expecting large capital gains distributions, or have losses on paper.

ProShares Investment Strategy team recently released our annual tax loss harvesting grid with commentary (see below) as well as our November market commentary. NOBL - the ProShares S&P500 Dividend Aristocrats, is one of our top swap recommendations and recently celebrated 10 years of live fund performance. During that time, the fund never paid a capital gain, and managed to outperform 98% of active managers in the equity income space.

Happy to run comparisons if there's any funds you'd consider swapping out of, or set up a call with our investment strategy team to bounce ideas off of as you reposition.

Have a great Thanksgiving and thank you for your partnership.

-Danny

 
 
ATTACHMENTS
 
Tax Loss Harvesting 2023

Take a look at these ideas in the dividend, large, mid, small, infrastructure, and core bond spaces.
View Now >
 
 
ProShares November Market Commentary

In our latest issue - our investment strategy team discusses why the “Fed-Relief” rally may have run its course and why all eyes should be on earnings.
View Now >
 
 
ProShares Dividend Growth ETFs

Take a look at our equal-weight, dividend growth ETFs. You can find fact sheets, investmet profiles, holdings, etc.
View Now >
 
 
Danny Valentino Danny Valentino
Regional Vice President - Chesapeake
dvalentino@proshares.com | 551-427-3404
 
 

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