5 Stocks to Sell for Tax-Loss Harvesting I October 12, 2026
For wealth professionals, the episode combines a market and rates discussion with earnings previews and a tax-loss harvesting segment, which can inform client conversations around portfolio positioning and year-end tax planning.
Summary
By the markets & outlook deskThis episode of Morningstar’s The Morning Filter covers why stocks have been resilient as interest rates rise, what upcoming inflation data could mean for the Federal Reserve, and what to watch in big bank earnings. It also discusses ASML’s earnings report, Morningstar’s higher fair value estimate for Marvell, a viewer question on using a barbell strategy with undervalued tech stocks, and Dave Sekera’s list of five stocks to sell for tax-loss harvesting.
- The co-hosts discuss why the stock market has been resilient even as interest rates continue to rise in the United States and abroad.
- They look ahead to inflation data and earnings from big banks including JPMorgan, Bank of America and Goldman Sachs.
- The episode covers what to watch in ASML’s earnings report and why Morningstar raised its fair value estimate on Marvell to $360.
- Dave Sekera answers a viewer question about the barbell strategy and presents five stocks to sell for tax-loss harvesting.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Welcome | 1 min | |
| Why have stocks been resilient even as interest rates rise, and what’s going on in the Treasury market? | 6 min | |
| What new inflation data will mean for the Federal Reserve. | 2 min | |
| What to watch when big banks including JPMorgan JMP, Bank of America BAC, Goldman Sachs GS and more report earnings. | 9 min | |
| How to use a barbell strategy when big tech looks undervalued. | 7 min | |
| Sell these stocks for tax-loss harvesting. | 18 min |
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