Squeezing out more tax efficiency from my portfolio
Thursday, July 30th, 2009My portfolio is currently allocated as follows:
US LargeCap 11%
US SmallCap 8%
US REITs 4%
US Timber REITs 4%
US MLP (PIK dividends only) 4%
INT EAFE 20%
INT Emerging Market 11%
PreciousMetal Equity 5%
Fixed Income 33%
The ranking of the asset classes, in terms of tax efficiency (based on historical dividends), are as follows (most tax efficient at the top):
US MLPs EEQ [...]
