{"id":"W2085535826","doi":"10.3905/jwm.2002.320454","title":"Optimal Rebalancing for Taxable Portfolios","year":2002,"lang":"en","type":"article","venue":"The journal of wealth management","topic":"Financial Literacy, Pension, Retirement Analysis","field":"Business, Management and Accounting","cited_by":1,"is_retracted":false,"has_abstract":true,"ca_institutions":"University of Manitoba","funders":"","keywords":"Taxable income; Portfolio; Integer (computer science); Variance (accounting); Rate of return on a portfolio; Quadratic equation; Economics; Capital gains tax; Mathematical optimization; Capital (architecture); Econometrics; Microeconomics; Computer science; Financial economics; Portfolio optimization; Mathematics; International taxation; Public economics; Tax reform; Accounting","routes":{"ca_aff":true,"ca_fund":false,"ca_venue":false,"about_ca":false,"invisible_to_affiliation_only":false},"retraction":null,"screen":null,"direct_labels":[],"prediction":{"model_version":"metacan-v3-hybrid-931329e0061c","candidate_categories":[],"consensus_categories":[],"category_scores_codex":[0.001459181,0.000887774,0.0008645872,0.0005476998,0.0002990943,0.001569719,0.001058178,0.0009560889,0.004839412],"category_scores_gemma":[0.004063536,0.0005369131,0.0003925996,0.0005268367,0.0005238738,0.002246608,0.001013625,0.00131686,0.0003735156],"about_ca_system_candidate":false,"about_ca_system_consensus":false,"about_ca_system_score_codex":0.001089148,"about_ca_system_score_gemma":0.00109876,"about_ca_topic_candidate":false,"about_ca_topic_consensus":false,"about_ca_topic_score_codex":0.001924091,"about_ca_topic_score_gemma":0.001787667,"domain_scores_codex":[0.9994974,0.0001952296,0.00002058924,0.00008311766,0.000104683,0.00009890622],"domain_scores_gemma":[0.999267,0.0003798782,0.0001292795,0.00005417977,0.00009299085,0.00007665891],"domain_codex":null,"domain_gemma":null,"domain_candidate":null,"domain_consensus":null,"study_design_codex":"simulation_or_modeling","study_design_gemma":"theoretical_or_conceptual","study_design_scores_codex":[0.0001006525,0.00008619686,0.0002432854,0.0000482874,0.00001846871,0.00005040819,0.0000566271,0.9427035,0.001089778,0.02533054,0.0009831273,0.0292891],"study_design_scores_gemma":[0.00003321542,0.00008680941,0.000115656,0.00002280623,0.000009222673,0.00001612977,0.00003272781,0.9723864,0.0007714733,0.02510959,0.001407369,0.000008665213],"study_design_candidate":"theoretical_or_conceptual","study_design_consensus":null,"genre_codex":"methods","genre_gemma":"empirical","genre_scores_codex":[0.1026639,0.0009399937,0.8800945,0.000839546,0.00009107191,0.0001960165,0.000117738,0.0003518303,0.01470543],"genre_scores_gemma":[0.8332128,0.0007705502,0.1538718,0.0001778522,0.00004425226,0.0001906915,0.000135594,0.0001705277,0.01142583],"genre_candidate":"empirical","genre_consensus":null,"teacher_disagreement_score":0.004839412,"threshold_uncertainty_score":0.01618946,"prediction_status":"machine_predicted_unvalidated"},"machine_scores":{"provisional":true,"baseline":true,"maturity_gate_passed":false,"score_opus":0.0184067174220433,"score_gpt":0.2331222366781586,"score_spread":0.2147155192561153,"validation_status":"score_only:v0-immature-baseline","note":"Baseline scores from an immature model (maturity gate not passed). Scores rank; they never assert a category."}}