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 [...]

