Frec direct indexing updates: Long short is here

​Frec is launching a new long short direct indexing strategy, starting with a 140/40 structure built on the Russell 1000. This approach allows investors to express a point of view on the market (e.g. increased exposure to growth stocks) while also increasing potential tax loss harvesting results. This strategy can be particularly helpful for FAANG employees with concentrated positions holding big cap gains when it is time to diversify.

​In this session, Mo, the CEO & Founder, and I will walk through the mechanics of long short direct indexing, including how factor tilts are built, how leverage and shorting work, expected tax alpha, and how it compares to long only direct indexing.

​We’ll also cover onboarding logistics and future product tiers (like 200/100 and 250/150).

​Investing involves risks, including the risk of loss. Long short strategy will add to your risk. Brokerage services provided by Frec Securities LLC, memberFINRA/SIPC and advisory services provided by Frec Advisers LLC, an SEC RIA. Both wholly owned subsidiaries of Frec Markets, Inc.