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ETF Investor Psychology
To be successful at anything, requires discipline. In athletics, you must train your body to make certain movements at certain times so that during competition, those movements become second nature and you can perform them without thinking. To be healthy, one must be disciplined to eat right and get proper exercise. And to be successful, or to reach your financial goals, one must have a sound plan and the... -
Flex Shares posts preliminary list of ETFs with capital gains distributions for 2014
According to a PDF on the FlexShares website, only two of their ETFs will distribute a capital gains payment for 2014, based on an October 31, 2014 estimate. The FlexShares Disciplined Duration MBS Index Fund (MBSD) will pay a $.01 per share short-term gain, and the FlexShares Ready Acces Variable Income Fund (RAVI) will pay an $0.11 per shareshort-term gain and a $0.01 per share long-term capital gain. ETF... -
Pimco ETFs with Capital Gains distributions for 2014
While ETFs are mostly tax efficient, especially compared to most mutual funds, there are some ETFs that do incur capital gains distributions annually. Pimco recently announced the ETFs that will be subject to a distribution for 2014. 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STPZ) 15+ Year U.S. TIPS Index Exchange-Traded... -
First Trust estimates no L-T capital gains distributions for its ETFs for 2014
A statement on the First Trust’s website indicates that the firm does not anticipate any long-term capital gains distributions for its ETFs for the 2014 tax year. Any short-term capital gains distributions are expected to be nominal. The statement reads, as follows : 2014 Estimated Capital Gain Distributions The First Trust Exchange-Traded Funds are not expecting to pay long-term capital gain distributions during the remainder of 2014. Short-term capital gain... -
Whitepaper Provides Understanding into Various Alternative Asset Categories
A new whitepaper from Invesco discusses the difficulties in managing risk with strictly a 60-40 stock-bond portfolio and highlights some of the new alternative asset classes that advisors can use to help reduce risk in client portfolios. This is especially important for advisors, since 44% of advisors see managing risk for client portfolios as their #1 priority. The paper discusses the weaknesses of MPT, how alternatives help with portfolio... -
Nine Vanguard ETFs expected to have Capital Gains Distributions for 2014
Vanguard recently announced ETFs in their lineup that will be distributing capital gains to unit holders for 2014. These include: Extended Duration Treasury ETF (EDV) Intermediate-Term Bond ETF (BIV) Intermediate-Term Corporate Bond ETF (VCIT) Long-Term Bond ETF (BLV) Mortgage-Backed Securities ETF (VMBS) Short-Term Bond ETF (BSV) Short-Term Corporate Bond ETF (VCSH) Short-Term Government Bond ETF (VGSH) Total Bond Market ETF (BND) Details on the exact distributions, as well as... -
iShares ETFs with 2014 Capital Gains Distributions
While ETFs are mostly tax efficient, especially compared to most mutual funds, there are some ETFs that do incur capital gains distributions annually. iShares recently announced the ETFs that will be subject to a distribution for 2014. iShares Core U.S. Aggregate Bond ETF (AGG) iShares Global ex USD High Yield Corporate Bond ETF (HYXU) iShares iBonds Mar 2016 Corporate ex-Financials ETF (IBCB) iShares Liquidity Income ETF (ICSH) iShares Morningstar Multi-Asset Income ETF (IYLD) iShares... -
Investors in this iShares Frontier ETF face unusually high capital gains obligation
One of the reasons ETFs have been adopted so widely is that ETFs are typically very tax-efficient investments, especially when compared to mutual funds, because their structure typically allows them to avoid shareholder distributions. The operative word in the opening sentence is typically. This year, one particular ETF, the iShares MSCI Frontier Markets 100 ETF (Symbol: FM, NYSE-Arca, recent price $34.26) will pay out a large distribution on December 24th. The...
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