I have got to give credit to the good folks at Alpha Architect who figured out a way to get a tax-efficient Treasury Bill return stream with the Alpha Architect 1-3 Month Box ETF (BATS:BOXX). This one is a doozy, and it takes some explaining. https://buff.ly/4btGLY4
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5x Dow & Founders Award Winner. Portfolio Manager. Publisher of The Lead-Lag Report. Host of the Lead-Lag Live Podcast. Over 1 Million Social Media Followers across X, YouTube, Instagram, Threads, Substack, and LinkedIn.
I have got to give credit to the good folks at Alpha Architect who figured out a way to get a tax-efficient Treasury Bill return stream with the Alpha Architect 1-3 Month Box ETF (BATS:BOXX). This one is a doozy, and it takes some explaining. https://buff.ly/4btGLY4
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Hi everyone! Yesterday, I talked about ETFs and the different kinds they come in. And I thought why not share about what one should look for in an ETF. So, here's another cool post that explains what you should think about when choosing an ETF. Let's learn about it together! If you want to know more useful stuff like this, make sure to follow me! #finance #money #etfs #etfinvesting
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Take a look at the ETF segments and solutions that have received the most net fund flows in July 2023: https://lnkd.in/dcUKtWFw #ETFflows #ETFs #Investing #Finance #ETFSegments
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Asset servicers and ETF issuers name product complexity and T+1 settlement as main challenges. David McGuinness. Around 40% of asset servicers and 38% of ETF issuers see product complexity and T+1 settlements, respectively, as their biggest challenges in the ETF field. Check out Sorin-Andrei Dojan's latest article👇 https://incm.pub/3WdOcO8 #investing #assetmanagement #wealthmanagement #finance
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In a time when interest rates across currencies have risen to levels not seen for decades, cost dynamics on hedge fund securities finance desks have changed with big financial implications. It doesn’t really matter what your cash does at 0% interest rates. At 5% however, that’s another story. Lee V. More on #finadium: https://lnkd.in/exbTe967
Higher interest rates give hedge funds reasons to focus on cash sweep account returns
finadium.com
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In a time when interest rates across currencies have risen to levels not seen for decades, cost dynamics on hedge fund securities finance desks have changed with big financial implications. It doesn’t really matter what your cash does at 0% interest rates. At 5% however, that’s another story. Lee V. More on #finadium: https://lnkd.in/ez9wFRFi
Higher interest rates give hedge funds reasons to focus on cash sweep account returns
finadium.com
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Missed our deep dive into the Simplify Short Term Treasury Futures Strategy ETF (TUA) and the Simplify Intermediate Term Treasury Futures Strategy ETF (TYA)? Watch the replay here: https://bit.ly/4174MQx
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Benchmarking rule #1: Don't trust the asset manager, eg SPDR's Multi-Asset Real Return ETF ($RLY) aims to provide real returns and shows U.S. Treasury TIPS as primary benchmark, but its performance mimics that of the Russell 1000 Value Index. https://lnkd.in/eHPmeEwa
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More yield, less interest rate risk. Learn about a new way to invest in mortgage-backed securities via the Simplify MBS ETF (MTBA): https://bit.ly/3MC4lrs
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More yield, less interest rate risk. Learn about a new way to invest in mortgage-backed securities via the Simplify MBS ETF (MTBA): https://bit.ly/3MC4lrs
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