The strategy that finds
tax savings in any market.
Enhance your tax loss harvesting strategy
Most investment strategies only make money one way: when stocks go up. That works great in good times, but it means your tax strategy is completely dependent on the market. When things are going well, there's nothing to harvest. When things go badly, you're losing money.
Long Short works differently. It's designed to find tax savings for you in any market, whether stocks are rising, falling, or going sideways.
What does "Long Short" actually mean?
"Long" means buying stocks you expect to grow in value. This is what most portfolios do. You buy something, it goes up, you make money.
"Short" means borrowing stocks you expect to decline and selling them now, with the plan to buy them back later at a lower price. If the stock drops, the difference is your gain.
A Long Short strategy does both at the same time. Your portfolio owns stocks it believes in and bets against stocks it doesn't. This creates something powerful: the ability to generate tax savings from both sides of the market, every single day.
Why this matters for your taxes
Traditional strategies run out of steam.
Most tax-loss harvesting strategies only hold stocks (long positions). When the market keeps going up, there are fewer and fewer losses to capture. Eventually, the tax benefit stalls out.
Long Short solves this. Because it holds both long and short positions, there's always something generating a loss somewhere in the portfolio. When the market rises, the short positions create losses. When the market falls, the long positions do. You're covered either way.
How much more? In simulations, Long Short has harvested up to 5.9x more losses than traditional strategies over the same period.
How it works step by step
Step 1: Start with what you have. You don't need to sell everything and start over. Nucleus builds around your existing investments, whether that's cash, stocks, ETFs, or mutual funds.
Step 2: Add long and short positions. Using a research-driven model that evaluates stocks based on quality, value, and momentum, Nucleus goes long on the strongest companies and shorts the weakest. The key: these extensions are balanced, so your overall market exposure stays the same as a regular portfolio.
Step 3: Harvest losses every day. Every trading day, the portfolio is reviewed for harvesting opportunities. Losses are captured automatically based on real market movements, not on an annual or quarterly schedule. This is what separates this strategy from nearly everything else available.
Step 4: You keep more money. Those harvested losses offset your capital gains taxes. Over a decade, this could mean an extra $50,000, $100,000, or even $500,000 back in your pocket, depending on your portfolio size and situation.
Is it risky?
It's designed to carry the same risk as a regular portfolio.
This is the part that surprises most people. Because the long and short extensions are balanced against each other, your overall exposure to the market stays at roughly 1x. That means your portfolio behaves like a normal investment portfolio in terms of risk and return. The extensions add tax harvesting power, not extra market risk.
Who is this for?
Long Short is especially valuable if you:
Hold a large position in a single stock and want to diversify without a huge tax bill
Have an existing portfolio that's stopped generating tax savings
Earn significant income and face recurring capital gains every year
Are planning a business exit or major liquidity event
Want to make the most of every dollar you've earned
See what Long Short could save you. Run a quick simulation with your numbers and find out how much more you could be keeping.