muscleman Posted June 30, 2019 Share Posted June 30, 2019 Would any tax expert please share with me your thoughts on the tax consequences of the active ETFs, such as SSO? It is trading daily to adjust its positions, with a ton of complex derivatives. I would how would someone be taxed when holding this for a few months? How about other "active ETFs" who are actively managed with positions hand picked like a real mutual fund? Link to comment Share on other sites More sharing options...
muscleman Posted July 3, 2019 Author Share Posted July 3, 2019 No expert accountants here? Found an interesting article. I guess I wouldn't need to know all the details in order to avoid considering leveraged ETFs then. Interesting that ETNs are the most tax efficient. https://www.fidelity.com/learning-center/investment-products/etf/etfs-tax-efficiency Link to comment Share on other sites More sharing options...
CorpRaider Posted July 3, 2019 Share Posted July 3, 2019 AlphaArchitect has some sophisticated and correct (in my judgment) pieces discussing the issue on their site. Link to comment Share on other sites More sharing options...
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