Search found 190 matches

by schismal
Mon Jun 08, 2020 1:39 pm
Forum: Investing - Theory, News & General
Topic: Brokerages: I Need A Robo Platform That Lets Me Choose My ETFs and My Asset Allocation
Replies: 26
Views: 1293

Re: Brokerages: I Need A Robo Platform That Lets Me Choose My ETFs and My Asset Allocation

If you are selecting the ETFs and the desired asset allocation, it seems to me that you could do this with almost any brokerage. What am I missing? Good question. I wasn't very clear. I like to be able to invest new money into the account, withdraw funds from the account, rebalance the account with...
by schismal
Mon May 18, 2020 5:00 pm
Forum: Investing - Theory, News & General
Topic: A low-cost 5 fund Boglehead portfolio
Replies: 135
Views: 25628

Re: A low-cost 5 fund Boglehead portfolio

No, Taylor's 3-fund portfolio specifically asks for 20% Ex-US alloc. You cannot change percentages or funds based on past performance. That defeats the whole point. The point of what? Being unwilling to even equalize US:Intl exposure makes this attempt at a comparison laughably invalid. We may as w...
by schismal
Mon May 18, 2020 7:41 am
Forum: Investing - Theory, News & General
Topic: A low-cost 5 fund Boglehead portfolio
Replies: 135
Views: 25628

Re: A low-cost 5 fund Boglehead portfolio

Not that it means much, but here is vineviz vs Taylor Larimore performance since this topic is started. So far, Taylor is ahead (4.47% vs 0.50% return). Taylor's 3 fund did much better than vineviz 5 fund during corona crash. LTT overweight saved vineviz from negative returns, but couldn't overcome...
by schismal
Tue May 12, 2020 9:35 am
Forum: Investing - Theory, News & General
Topic: All small cap international
Replies: 61
Views: 4197

Re: Opposite international

Indeed my overall AA is 50% US large (some Total US, some Fundamental Large), 20% small-value (S&P600 mostly, some CRSP), and 30% ex-US developed small-cap (I do hold some Total Int. in my 401k to maintain the 30% though). Are you me? :sharebeer 50% US large cap 20% US small cap 20% Intl small cap ...
by schismal
Tue May 12, 2020 4:31 am
Forum: Investing - Theory, News & General
Topic: All small cap international
Replies: 61
Views: 4197

Re: Opposite international

MotoTrojan does something like this, I believe. Or maybe that's with value. Maybe he'll pop in. Indeed my overall AA is 50% US large (some Total US, some Fundamental Large), 20% small-value (S&P600 mostly, some CRSP), and 30% ex-US developed small-cap (I do hold some Total Int. in my 401k to mainta...
by schismal
Tue Apr 14, 2020 6:28 am
Forum: Investing - Theory, News & General
Topic: WisdomTree 90/60 U.S. Balanced Fund [NTSX]
Replies: 317
Views: 26728

Re: WisdomTree 90/60 U.S. Balanced Fund [NTSX]

YTD:

NTSX: -12.9%

USMV: -17.2%

VTI: -20.8%

VBINX: -11.6%
by schismal
Tue Mar 10, 2020 5:27 am
Forum: Investing - Theory, News & General
Topic: Ex DFA CIO launches competitor which will also have ETFs
Replies: 249
Views: 29768

Re: Ex DFA CIO launches competitor which will also have ETFs

Given that my DLS is solidly in the red now, I took this opportunity to harvest out of that position and into the cheaper FNDC.

Couldn't pull the trigger on the Avantis funds. Too new. Can't even look at their factor weights on PV yet.
by schismal
Sat Mar 07, 2020 12:22 pm
Forum: Investing - Theory, News & General
Topic: What to pair with NTSX?
Replies: 223
Views: 16095

Re: What to pair with NTSX?

Since Jan 2019 (%): NTSX: +27.04 USMV: +22.48 VBINX: +18.54 SPY: +19.02 YTD (%): NTSX: -2.32 USMV: -2.16 VBINX: -2.57 SPY: -7.58 Since 2/18/20 (%): NTSX: -8.14 USMV: -7.75 VBINX: -6.00 SPY: -11.71 Numbers make sense. In less than 2 weeks my notional value on my ladder went from 784K to 815K. Up abo...
by schismal
Sat Mar 07, 2020 10:21 am
Forum: Investing - Theory, News & General
Topic: What to pair with NTSX?
Replies: 223
Views: 16095

Re: What to pair with NTSX?

Since Jan 2019 (%):
NTSX: +27.04
USMV: +22.48
VBINX: +18.54
SPY: +19.02

YTD (%):
NTSX: -2.32
USMV: -2.16
VBINX: -2.57
SPY: -7.58

Since 2/18/20 (%):
NTSX: -8.14
USMV: -7.75
VBINX: -6.00
SPY: -11.71
by schismal
Fri Feb 28, 2020 9:48 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Quick PSA on PSLDX: Ally has the lowest minimum to start a position ($100 IIRC), but every purchase has a $10 fee. Vanguard has a minimum of 25k to start a position, and a minimum for each additional transaction of 1k. But there is no purchase fee. However, if you start a position at Ally and trans...
by schismal
Fri Feb 28, 2020 8:37 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Quick PSA on PSLDX: Ally has the lowest minimum to start a position ($100 IIRC), but every purchase has a $10 fee. Vanguard has a minimum of 25k to start a position, and a minimum for each additional transaction of 1k. But there is no purchase fee. However, if you start a position at Ally and trans...
by schismal
Fri Feb 28, 2020 7:16 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Quick PSA on PSLDX: Ally has the lowest minimum to start a position ($100 IIRC), but every purchase has a $10 fee. Vanguard has a minimum of 25k to start a position, and a minimum for each additional transaction of 1k. But there is no purchase fee. However, if you start a position at Ally and transf...
by schismal
Thu Feb 20, 2020 7:42 am
Forum: Investing - Theory, News & General
Topic: Ex DFA CIO launches competitor which will also have ETFs
Replies: 249
Views: 29768

Re: Ex DFA CIO launches competitor which will also have ETFs

DFA question but: What is the story with DFISX? While this is just a regular small-cap fund, it seems to have a strong value tilt and follows closely with DLS & FNDC while the small-value international fund has a much lower P/B. It is available in my HSA and would prefer to hold it there rather tha...
by schismal
Thu Feb 13, 2020 10:11 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Nice to see someone else with a strong ex-US small value tilt! Mind sharing your full AA? My taxable is all in US currently so I haven’t paid a ton of attention to tax-efficiency for the international side. 50% US large (VTSAX/PSLDX/NTSX) 20% US SCV (VIOV/PSSIX) 20% Intl small (DLS/DFISX) 10% China...
by schismal
Thu Feb 13, 2020 5:17 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

When I entered the position, it was going to be a temporary place to park money while I accumulate a bit to be able to buy another chunk of PSLDX in the 401k all at once, given the $50 transaction cost on buying PSLDX. I don't usually get spooked by news and current events, but this time it was har...
by schismal
Wed Feb 12, 2020 5:40 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

MoneyMarathon wrote:
Wed Feb 12, 2020 3:10 am
The biggest change is that I chickened out and dropped MCDFX (an active China fund) this week.
Curious what prompted this change. No longer interested in EM? I've liked both MCDFX and CXSE.
by schismal
Thu Feb 06, 2020 9:59 am
Forum: Investing - Theory, News & General
Topic: Fidelity lets clients now trade fractional shares of stocks and ETFs
Replies: 180
Views: 17289

Re: Fidelity lets clients now trade fractional shares of stocks and ETFs

Just entered 3 small fractional trades to exhaust the ~$20 in my settlement account. Smooth as butter.
by schismal
Thu Feb 06, 2020 9:29 am
Forum: Investing - Theory, News & General
Topic: WisdomTree 90/60 U.S. Balanced Fund [NTSX]
Replies: 317
Views: 26728

Re: WisdomTree 90/60 U.S. Balanced Fund [NTSX]

For those still concerned, AUM is back over $40M after the institutional pullout a few weeks ago. Please tell us more about that "institutional pullout." In early January, $15M left the fund over 1-2 days. I'd read somewhere that an institution had pulled some assets out at that time, but I can't f...
by schismal
Thu Feb 06, 2020 9:05 am
Forum: Investing - Theory, News & General
Topic: Fidelity lets clients now trade fractional shares of stocks and ETFs
Replies: 180
Views: 17289

Re: Fidelity lets clients now trade fractional shares of stocks and ETFs

It's now enabled on my Fidelity app (iOS). I suspect it's a switch they flip on their end, because my app hasn't been updated in a few days. They only allow fractional trades during market hours, evidently, so I can't preview an order yet. You can place fractional orders outside of market hours! I ...
by schismal
Thu Feb 06, 2020 7:00 am
Forum: Investing - Theory, News & General
Topic: WisdomTree 90/60 U.S. Balanced Fund [NTSX]
Replies: 317
Views: 26728

Re: WisdomTree 90/60 U.S. Balanced Fund [NTSX]

For those still concerned, AUM is back over $40M after the institutional pullout a few weeks ago.
by schismal
Thu Feb 06, 2020 6:07 am
Forum: Investing - Theory, News & General
Topic: Jeremy Siegel Wisdom Tree ETFs
Replies: 37
Views: 3823

Re: Jeremy Siegel Wisdom Tree ETFs

annu wrote:
Wed Feb 05, 2020 11:37 pm
Just found this thread while looking into ntsx . So did any of you invest in NTSX last year? Really interested to know how it behaves in taxeable account
Tax efficiency is somewhere between VOO (S&P500) and VTI (total market). So, very efficient. Search for NTSX threads for more information.
by schismal
Wed Feb 05, 2020 9:21 pm
Forum: Investing - Theory, News & General
Topic: Fidelity lets clients now trade fractional shares of stocks and ETFs
Replies: 180
Views: 17289

Re: Fidelity lets clients now trade fractional shares of stocks and ETFs

It's now enabled on my Fidelity app (iOS). I suspect it's a switch they flip on their end, because my app hasn't been updated in a few days. They only allow fractional trades during market hours, evidently, so I can't preview an order yet. Yes, I confirmed that above. My SO has it enabled when sign...
by schismal
Wed Feb 05, 2020 8:45 pm
Forum: Investing - Theory, News & General
Topic: Fidelity lets clients now trade fractional shares of stocks and ETFs
Replies: 180
Views: 17289

Re: Fidelity lets clients now trade fractional shares of stocks and ETFs

It's now enabled on my Fidelity app (iOS). I suspect it's a switch they flip on their end, because my app hasn't been updated in a few days.

They only allow fractional trades during market hours, evidently, so I can't preview an order yet.
by schismal
Thu Jan 30, 2020 11:17 am
Forum: Investing - Theory, News & General
Topic: What to pair with NTSX?
Replies: 223
Views: 16095

Re: What to pair with NTSX?

if NTSX is mutual fund then its really good to not worry on liquidity..... EFT but with very low volume ? just 25k per day How will you guys liquidate that if you have large quantity to sale on one day ? NTSX components are SP500 stocks and treasury future.. Two of the most liquid investments... Yo...
by schismal
Thu Jan 30, 2020 10:27 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Fidelity adding fractional shares. Pressure is on M1. While one button rebalancing is nice, I’d be nervous to keep too much funds tied up now. https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/fidelity-simplifies-investing-again-launch-131000227.html It's a two step process for me to move...
by schismal
Mon Jan 27, 2020 8:51 pm
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Jumping in to solicit thoughts on the tax status of NTSX. It seems like a relatively free lunch in two respects: 1. Vs. the SP500, it should be a free risk reduction 2. Vs. a typical 60 / 40, with something like a 67% NTSX 33% other portfolio, it should give you space to include either speculative ...
by schismal
Mon Jan 27, 2020 8:40 pm
Forum: Investing - Theory, News & General
Topic: What to pair with NTSX?
Replies: 223
Views: 16095

Re: What to pair with NTSX?

[deleted]
by schismal
Mon Jan 27, 2020 8:40 pm
Forum: Investing - Theory, News & General
Topic: What to pair with NTSX?
Replies: 223
Views: 16095

Re: What to pair with NTSX?

3) Treat NTSX as a hopefully less volatile S&P500. This is the approach I've taken. Half my US equity exposure is in NTSX, the other half regular total stock market. The rest is in long-term treasuries, small-cap value, intl small and emerging markets. This is similar to how I use it. I consider it...
by schismal
Fri Jan 24, 2020 5:56 am
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

guyinlaw wrote:
Thu Jan 09, 2020 9:02 am
mjb wrote:
Thu Jan 09, 2020 8:04 am
It had 14.9 million in outflows after surging for a while. https://etfdb.com/etf/NTSX/
Big holder(s) sold Jan 2 or 3rd. The AUM dropped from ~$45M to ~$30M.
Back up to ~$37M now. Seems like steady growth apart from whatever institution pulled out a few weeks ago.
by schismal
Fri Jan 17, 2020 4:50 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Just wanted to make everyone aware that you can invest in PSLDX with Ally invest. Minimum of $100 to buy I will be accumulating this in my taxable account as my retirement accounts are already filled with this excellent adventure I would never hold PSLDX in a taxable account. It has enormous distri...
by schismal
Thu Jan 16, 2020 7:20 am
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

The bond portion of PSLDX is complicated and is not simply long treasuries. The bond side is active and might be better modeled using something like PTTRX (although even that has a different ratio of holdings on the bond side). Yes, it can be held without minimums at places like Ally and TDA. And it...
by schismal
Fri Jan 10, 2020 7:33 pm
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

A good reason to hold it on taxable and keep TSM on tax-deferred if you want to diversify, then. IS there a way of knowing if the income part are Qualfied dividends? Any chance that the CG will be avoided on the future, or it's a feature of leverage funds? (I see some only on Dec-2019) Cannot wait ...
by schismal
Thu Jan 09, 2020 1:23 pm
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

hen1230 wrote:
Thu Jan 09, 2020 1:15 pm
Does anyone know what the effective duration of the Treasuries in this fund are?
Equal exposure across durations, averaging to 7-8 years.
by schismal
Thu Jan 09, 2020 11:32 am
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

I tried inserting NTSX into triceratop's tax efficiency worksheet: LINK (note, I only updated the highlighted funds) Unless I made an error, NTSX was actually more tax efficient than VTI (0.3 vs 0.34). The primary reason seems to be very low dividend distributions, which are in line with S&P 500 fun...
by schismal
Thu Jan 09, 2020 7:33 am
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

Today I bought 400k worth of NTSX, replacing my taxable VTSAX position. Which was almost all of today's trading volume :shock: Happily, I bought close to NAV, despite doing a buy order at market. I guess due to ETF basket creation wizardry. Thanks for letting us know -- that should quell the concer...
by schismal
Fri Jan 03, 2020 6:00 pm
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

Thanks. I was also able to find data of these indexes at the link below and was able to create the following graph that show a ~40% drawdown in 2008 for both USA and ACWI (global equity) min vol indexes. https://i.imgur.com/EULH7OO.png source - https://www.msci.com/end-of-day-history?chart=country&...
by schismal
Fri Jan 03, 2020 4:32 pm
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

The min vol funds are definitely appealing. Are you aware of any funds or indexes that have data inclusive of the 2008 recession? Here's a link to the MSCI Min Vol index documentation: LINK It shows a -26% performance in 2008. A simulated NTSX also shows a -26% return in 2008, compared to -37% for ...
by schismal
Fri Jan 03, 2020 7:52 am
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

abuss368 wrote:
Fri Jan 03, 2020 7:04 am
Speculation not investing.
In what way?
by schismal
Fri Jan 03, 2020 7:49 am
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

HEDGEFUNDIE wrote:
Fri Jan 03, 2020 1:28 am
I will be buying into NTSX tomorrow for the first time.

I would have preferred more PSLDX but Fidelity BrokerageLink doesn’t like that one so much.
Well today looks like a great day to buy. ;) I'm jealous that your BrokerageLink allows ETFs.
by schismal
Thu Dec 26, 2019 7:56 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

There is a clear advantage in risk adjusted return terms -at least in my opinion - with having a bond allocation as TMF+TYD instead of TMF+EDV. This is compelling, and thank you for the detailed analysis. I don't have access to simulated returns for TYD prior to the fund's conception, but the past ...
by schismal
Wed Dec 25, 2019 11:32 am
Forum: Investing - Theory, News & General
Topic: IB brokers fractional shares
Replies: 17
Views: 1073

Re: IB brokers fractional shares

I still like M1, but I’m glad to see this becoming more mainstream.
by schismal
Sun Dec 22, 2019 9:15 am
Forum: Investing - Theory, News & General
Topic: SPSM to track S&P 600 for only 5 bps
Replies: 28
Views: 2322

Re: SPSM to track S&P 600 for only 5 bps

This is great news. Now if only there were more S&P 600 mutual funds. Are there any reasonable ones, aside from Tax Managed Small Cap (VTMSX)? VTMSX is, itself, now going to be 4 rather than 2 bp more than the cheapest ETF. Is there a difference between VTMSX (VG tax-managed small cap, ER=0.09%) an...
by schismal
Sun Dec 22, 2019 8:22 am
Forum: Investing - Theory, News & General
Topic: SPSM to track S&P 600 for only 5 bps
Replies: 28
Views: 2322

Re: SPSM to track S&P 600 for only 5 bps

This is great news. Now if only there were more S&P 600 mutual funds. Are there any reasonable ones, aside from Tax Managed Small Cap (VTMSX)? VTMSX is, itself, now going to be 4 rather than 2 bp more than the cheapest ETF. Is there a difference between VTMSX (VG tax-managed small cap, ER=0.09%) an...
by schismal
Sun Dec 22, 2019 6:58 am
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

Assuming bonds stay uncorrelated with equities, NTSX should almost always do better than holding straight-up 90/10 equity/treasuries. Historically that's been true, with all the standard backtesting caveats. I hold NTSX, so I obviously bank on that relationship continuing, and most of its advantge ...
by schismal
Sun Dec 22, 2019 6:30 am
Forum: Investing - Theory, News & General
Topic: SPSM to track S&P 600 for only 5 bps
Replies: 28
Views: 2322

Re: SPSM to track S&P 600 for only 5 bps

This is great news. Now if only there were more S&P 600 mutual funds.
by schismal
Mon Dec 16, 2019 6:29 pm
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

The cap gain is disappointing, but seems pretty small. I just bought a small amount in my taxable account at Merrill, but I think I will wait a bit before going deeper into it. Have quite a bit in my IRA at Fidelity now as well. I guess they cannot avoid cap gains (or loss) as they have to roll Tre...
by schismal
Mon Dec 16, 2019 5:16 pm
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

The cap gain is disappointing, but seems pretty small. I just bought a small amount in my taxable account at Merrill, but I think I will wait a bit before going deeper into it. Have quite a bit in my IRA at Fidelity now as well. I guess they cannot avoid cap gains (or loss) as they have to roll Tre...
by schismal
Sat Dec 14, 2019 6:49 am
Forum: Investing - Theory, News & General
Topic: HEDGEFUNDIE's excellent adventure Part II: The next journey
Replies: 5431
Views: 488014

Re: HEDGEFUNDIE's excellent adventure Part II: The next journey

Well, I'm still here. My Roth is split between PSLDX and 55/45 UPRO/TMF. In the summer, I'd started a small taxable pie that's 50/25/25 UPRO/TMF/EDV. I'm not actively contributing to this anymore, but I do toss a few hundred into it quarterly to rebalance, and I'll just let it ride until rebalancing...
by schismal
Fri Dec 13, 2019 5:55 am
Forum: Investing - Theory, News & General
Topic: SWAN ETF - 10% Leaps / 90% Treasuries
Replies: 167
Views: 16853

Re: SWAN ETF - 10% Leaps / 90% Treasuries

Since it's come up, 2019 distribution info is here: LINK

SWAN distributed 2.61% of NAV as short-term cap gains. No long-term gains.
by schismal
Thu Dec 12, 2019 7:20 am
Forum: Investing - Theory, News & General
Topic: [Deleted] [Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund]
Replies: 652
Views: 68978

Re: (NEW) WisdomTree 90/60 U.S. Balanced Fund

A few people have asked, and here's the 2019 cap gains distribution for NTSX: LINK

0.39% of NAV (~28% short-term and ~72% long term)