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John Coumarianos unpacks BOXX, an ETF that offers investors the ability to replicate the return of a 1-3 month Treasury bill index but pay deferred long-term capital gain rather than income tax.
By John Coumarianos
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At the start of any new year, the financial media is awash with fund managers’ forecasts for the next 12 months. While they are high in number, they are often low in bravery, with many prognosticators pulling their punches for fear of later looking foolish.
This is not a criticism that can be leveled at former MorningstarETF strategist Sam Lee.
Lee, who now runs SVRN Asset Management, a $100m plus RIA in Austin, TX, kicked off 2024 with the following call:
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John Coumarianos unpacks BOXX, an ETF that offers investors the ability to replicate the return of a 1-3 month Treasury bill index but pay deferred long-term capital gain rather than income tax.
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