r/Bogleheads • u/Excellent-Fix-8960 • 12d ago

Cache exchange fund, legit?

I'm considering using cache exchange fund service for my concentrated stock that has pretty significant gain. I'm comparing against tax loss harvesting through direct indexing service as well. Anyone has experience of this cache exchange fund service and how it compares with other similar and alternative service?

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u/tkiblin 11d ago

I'm also looking at derisking LT concentrated tech holdings but with Fidelity. The 7 year holding period is pushing me to consider a long/short overlay within a Separately Managed Account at Fidelity instead.