How to Increase Aftertax Returns by Doing Less

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Guidance on How to Follow the Level3 Passive Portfolio This portfolio of four exchange-traded funds (ETFs) should not have many changes. Many investors should be able to rebalance through additions or withdrawals. For Bucket Portfolios, the Devil Is in the Details Guidance on implementing a…

 

When Less Is More: How to Increase Aftertax Returns by Doing Less

High turnover can have a big impact on your tax bill, reducing bottom-line returns, while a buy-and-hold strategy can significantly improve long-term aftertax results. A lot of attention is given to stock and market returns. However, most of the attention is focused on rates of return before taxes. The bottom line, though, for any investor…

 

The Portfolio Review: Why It Is Important and How to Do It

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Portfolio Review: Why It Is Important and How to Do It Performing your own periodic portfolio review (quarterly or at least yearly) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy…

 

The September 2017 AAII Journal is Now Available Online

Feature Article » Exchange-Traded Funds Technology Takes Over the Top-Performing ETF List by Jaclyn N. McClellan Two semiconductor funds help put technology on top, though last year’s dominant sector, health care, maintained a presence. Portfolio Strategies » Minimizing Taxes With Asset Allocation by Stephen E. Wilcox Strategically taking into consideration both tax laws and the…