11 Tax-Loss Stocks to Pick Up Before the End of the Year

Every year around this time, retail investors “return” their broken stocks for some of the money they put into them, in a maneuver known as tax-loss selling that lets them deduct realized stock losses against market gains.

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Opinions expressed are those of the author and are subject to change, are not guaranteed and are not intended to be a forecast or as a recommendation to buy or sell any security.  References to other mutual funds should not be interpreted as an offer of these securities.

Diversification does not assure a profit nor protect against loss in a declining market.

Performance data quoted is past performance; past performance is not a guarantee of future results.  Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost.  Current performance may be lower or higher than the performance data quoted.  Performance data to the most recent month end may be obtained by calling (800) 331-8936.  Click here  for PRCGX standardized performance.  It is not possible to invest directly in an index. 

S&P 500 Index (SPX) is an index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.

NASDAQ Composite Index is a market capitalization weighted-index of approximately 3,000 common equities listed on the NASDAX stock exchange.

Dow Jones Industrial Average (DJIA) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the NASDAQ.

Book Value is a measure used by owners of common shares in a firm to determine the level of safety associated with each individual share after all debts are paid accordingly.

Earnings growth is not representative of the fund’s future performance.

Fund holdings and sector allocations are subject to change at any time and are not recommendations to buy or sell any security. For PRCGX holdings click here. For PREOX holdings click here. For PLOWX holdings click here.

Any tax or legal information provided is an interpretation of some of the current income tax regulations.  Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.  Neither the Fund nor any of its representatives may give legal or tax advice.

Perritt Capital Management is the adviser to The Perritt Funds.

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