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Helmut Forren

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Posted By Helmut Forren 07-24-2025 10:44
Found In Egroup: Tax Strategies
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Thanks, Dave. That still doesn't help the fact that both VBR and VSIAX hand out money quarterly, roughly 25% of it non-qualified. This might be the best available for this asset class variant, but it's still annoying. In my case, the anticipated regular taxable income is not negligible compared to my ...
Posted By Helmut Forren 07-23-2025 12:59
Found In Egroup: Tax Strategies
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@ROBERT ADAMS regarding "VBR must have", this is exactly what I was guessing. ------------------------------ Helmut Forren ------------------------------
Posted By Helmut Forren 07-23-2025 12:57
Found In Egroup: Tax Strategies
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Somebody mentioned XDIV has no dividends. Well Portfolio Visualizer doesn't have it, so I can't compare to VSIAX for full large cap blend. Also, at yahoo finance I notice an average volume of only 23,200. This seems like an unsafe place to go. Ah, inception 7/9/25. It's less than a month old. I'd prefer ...
Posted By Helmut Forren 07-23-2025 07:51
Found In Egroup: Tax Strategies
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@BRUCE MUNSHOWER privately suggested 'the "tax efficiency" rating by Lipper available on Marketwatch'. I found this at https://www.marketwatch.com/investing/fund/vbr?mod=search_symbol and it says the VBR tax efficiency is a 5. This at least seems to be in direct conflict with @ROBERT ADAMS first comment ...
Posted By Helmut Forren 07-22-2025 16:04
Found In Egroup: Tax Strategies
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Oh, I can't resist. Rolling Stones: https://www.azlyrics.com/lyrics/rollingstones/icantgetnosatisfaction.html "I can't get no satisfaction" sounds like a double negative, but it's actually just a single negative. The music started playing in my head after I hit "post". ------------------------------ ...
Posted By Helmut Forren 07-22-2025 16:01
Found In Egroup: Tax Strategies
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@BRUCE MUNSHOWER I got your private message. Man, I'm a 40+ year IT pro, and I can't figure out how to make that gui reply. Detail of message has link to click to see inbox and reply. At inbox, there's no reply option. Anyway, by "low down info" I mean "the low down", an expression meaning the details. ...
Posted By Helmut Forren 07-22-2025 13:58
Found In Egroup: Tax Strategies
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Thanks very much, @ROBERT ADAMS and @BRUCE MUNSHOWER . Sounds grea... ER... crash crunch boom... say what? 25% of VBR's distributions were non-qualified? I think that means regular income taxable, right? I don't like this at all. Hey, Bruce, where can I find this down low info actually written down somewhere? ...
Posted By Helmut Forren 07-21-2025 15:42
Found In Egroup: Tax Strategies
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I know that ETFs are generally more tax efficient than mutual funds. So I'm seeking a tax efficient version of VSIAX, and am having difficulty. I find the VBR ETF, but it seems no better. I'm wondering about two things... 1) Are lots of mutual funds already more tax efficient than they used to be ...