©2014 Wealthfront Inc.
*Consult your tax advisor to determine whether tax-loss harvesting is right for you.
The results shown are hypothetical and not based on actual trading or client
accounts. Past performance is no guarantee of future results and any historical
returns, expected returns, or projections may not reﬂect actual future
performances. All securities involve risk and may result in some loss. See
disclosures for more details.
• Diversify broadly across and within
• Use low cost ETFs or index funds!
• Determine your tolerance for risk
• Rebalance as needed over time!
• Be thoughtful about taxes
INVESTING WELL BENEFIT
Low-Cost ETFs (vs. Mutual Funds) 2.1%
Optimized Tax-Aware Allocations 1.1%
Threshold Rebalancing (vs. No Rebalancing) 0.4%
Tax-Loss Harvesting* 1.0%
Total Annual Beneﬁt 4.6%