#money-market-alternatives

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#tax-efficient-investing #treasury-rate-replication #options-box-spreads #retirement-income
Retirement
from24/7 Wall St.
9 hours ago

BOXX Saves High Earners $7,000 to $20,000 Annually in Taxes Versus Money Market Funds

BOXX targets tax efficiency by compounding short-term Treasury-like returns in share price, avoiding distributions and converting gains to long-term capital gains for eligible holders.
from24/7 Wall St.
1 week ago

JPST and SCHO Both Park Cash but One Compounds Nearly Double Over Five Years

SCHO is a pure duration play with zero credit risk. It tracks the Bloomberg US Treasury 1-3 Year Index, holding nothing but U.S. Treasury notes with one to three years to maturity. The implicit bet: when the front end of the curve rallies, typically because the Fed is cutting or the market is fleeing to quality, SCHO wins. When short rates rise, the duration sting shows up in the NAV.
Retirement
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