We do this all the time at Frec for customers coming in from expensive direct index providers. Create a low cost direct index on Frec and move in your ACAT’d stocks. Here’s our demo page: frec.com/app/demo/direc…

This is a really nice overview of Direct Indexing, and how it works: frec.com/resources/blog…

Frec now lets you add more than one direct index. It intelligently tax loss harvests across indices and avoids wash sales when there are overlapping positions. We only offer the S&P 500 and S&P 500 Info Tech today, but more choices to come soon

Blind spots are real, even after investing for 24 years, I'm still surprised.

See, I've been actively picking winning/losing stocks forever.

Recently at the pressure of Sam Parr and Val Katayev , I decided to hang up my side gig and go fully passive, ie buy the Index.

As I…

This past weekend, we published a piece on the benefits of direct indexing with Frec, a passive investing strategy that lets investors track market performance while generating significant tax savings

Check it out here: execsum.co/p/sunday-deep-…

If you've ever wondered what a Direct Indexing account looks like, you can see the real-time progress of a S&P 500 portfolio funded in December. Owning the underlying stock instead of a piece of an ETF gets you index-like performance while harvesting tax losses that you can use…

If you've always wanted to try out Direct Indexing (& who hasn't?) then now is a good time to drop $20k on it, because a) it's near the start of the tax year so you can build losses to offset and b) if you use this referral link we both get a bonus. frec.com/referral/KKMAA…

STARTUP PRODUCT STRATEGY 101

Position your product around a single thing. At Frec, we position ourselves around direct indexing even though we have all of the capabilities of a fully fledged brokerage. This positioning helps break through the noise and deliver our core value…

Today Tesla is -10% and VTI / SPY are +0.4%. If you are tax loss harvesting at the ETF level, you’re missing out on capturing capital losses at the individual stock level

Direct indexing captures 2x the losses of ETF/ETF harvesting for exactly this reason

Some under-appreciated facts about the S&P 500

1) An estimated 40% of all S&P 500 revenue is international. You get international exposure through US domiciled companies governed by our legal system

2) The market cap weighting is an incredible feature - it naturally rewards…

This is a fantastic review of Frec 🙏

Trading stocks today is antiquated. It’s like driving a manual transmission car. Instead, buying and selling stocks should be automated. Tell the system what % of your portfolio you want a new stock to be, and the system buys it for you in the most tax-efficient way possible,…

🙌 excited to have you on Frec!

wait why did none of you mention direct indexing and tax loss harvesting?? do any of you do this? someone dm’d me about Frec and they are giving me a DI account to try out

To see how your portfolio, across all your brokerages and asset types, performed relative to the S&P 500, please DM me. My team will run a detailed analysis on your portfolio

This is why we built Frec . Better off direct indexing the S&P 500