BOXX ETF: Cash-Like Returns Without the Tax Bill

  Рет қаралды 33,076

Morningstar, Inc.

Morningstar, Inc.

Күн бұрын

Пікірлер: 12
@jasonspitzer1503
@jasonspitzer1503 3 ай бұрын
Valuable and useful info, well explained, Thanks
@sixstringsdaddy2477
@sixstringsdaddy2477 3 ай бұрын
Like she said, read the prospectus, they really don't know if the tax free treatment is legal. There are multiple articles around where some lawyers explain why gains will likely become taxable.
@marcryan5399
@marcryan5399 3 ай бұрын
That sounds Scary Complicated
@1lllllllll1
@1lllllllll1 3 ай бұрын
Sounds like more risk due to Theta. Plus, a hefty ER and it’s still income if I don’t keep it for a year. I think I’ll stick with a simple, cheap treasury ETF, there’s a thousand of those.
@koyamamoto5933
@koyamamoto5933 3 ай бұрын
I suspect there are more risks than you pointed out for BOXX. So, I don't want to be the guy holding the bag if there's an implosion, in order to maybe save a small amount on taxes. Nevertheless, I love to learn about the possibilities!
@terrycoye3373
@terrycoye3373 3 ай бұрын
If you want to communicate effectively with retail investors, you’ll need to do a lot more work on how to focus and simplify your message.
@danmilligan5132
@danmilligan5132 3 ай бұрын
This sounds extremely complicated which means just put it in a 5% treasury pay the tax There’s really no way to beat the newest greatest thing. Maybe this will work who knows right?
@davidwysocki1004
@davidwysocki1004 3 ай бұрын
BOXX sounds like a black box to me. Too complicated and not sufficiently transparent for me.
@ForwardThinkingIncome
@ForwardThinkingIncome 3 ай бұрын
I am interested in this ETF.
@jec1ny
@jec1ny 3 ай бұрын
Interesting
@billybrant6818
@billybrant6818 3 ай бұрын
This is hilarious and kinda cool. I could see this becoming very popular if it was done with other bond funds and not just 1-3 mo treasury
Forget Savings Accounts. Use This New ETF Instead. (BOXX ETF Review)
7:43
Optimized Portfolio
Рет қаралды 16 М.
Active ETFs: What Investors Need to Know
25:36
Morningstar, Inc.
Рет қаралды 5 М.
Walking on LEGO Be Like... #shorts #mingweirocks
00:41
mingweirocks
Рет қаралды 4 МЛН
СОБАКА ВЕРНУЛА ТАБАЛАПКИ😱#shorts
00:25
INNA SERG
Рет қаралды 2,1 МЛН
СОБАКА И  ТРИ ТАБАЛАПКИ Ч.2 #shorts
00:33
INNA SERG
Рет қаралды 2,1 МЛН
How to Retire: Prioritize Tax Planning in Retirement
22:50
Morningstar, Inc.
Рет қаралды 12 М.
Covered Calls: The Income Illusion
12:49
Ben Felix
Рет қаралды 98 М.
3 Stocks to Sell and 3 Stocks to Buy in November I November 4, 2024
38:01
Morningstar, Inc.
Рет қаралды 11 М.
Is BOXX ETF Legit?
17:00
Rob Berger
Рет қаралды 23 М.
What Dave Ramsey Doesn't Like About Investing In ETFs
5:12
The Ramsey Show Highlights
Рет қаралды 459 М.
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
15:30
Morningstar, Inc.
Рет қаралды 3,2 М.
How to Retire: Consider a Retirement Bucket Portfolio Strategy
21:00
Morningstar, Inc.
Рет қаралды 20 М.
Warren Buffett reveals his investment strategy for mastering the market
59:30
The ETF Tax Loophole
2:39
Bloomberg Television
Рет қаралды 4,2 М.
Walking on LEGO Be Like... #shorts #mingweirocks
00:41
mingweirocks
Рет қаралды 4 МЛН