連債券都有風險，它怎麽可能沒有風險呢？

Even money market funds have some risk. BOXX吸引人的地方在於稅務。但是你讀讀下麵這個文章。

https://www.taxnotes.com/featured-analysis/tax-trap-inside-boxx/2024/03/08/7j8x0#:~:text=And%20when%20shareholders%20do%20sell,too%20good%20to%20be%20true.

在稅務優惠上也是有疑問地。

And expense ratio 0.2%.

The purpose of cash is safety and liquidity. It is not even for chasing yield. Let cash be cash. If you need yield, take risk at some other places where you can also get some growth.

 

所有跟帖： 

• 對，最關鍵的地方就是 投資的風險。感覺是因為 box spread, same strike price for cal -Austin8- ♀ (54 bytes) () 09/15/2024 postreply 12:09:34

• 實際的風險就是美國期權結算係統，這個風險基本跟美國國債違約一樣的小概率。 -QuantFields- ♂ (181 bytes) () 09/15/2024 postreply 12:14:24

• Nothing against BOXX, 我個人認為沒必要搞那麽複雜 -越王劍- ♂ (0 bytes) () 09/15/2024 postreply 12:17:46

• expense ratio 0.2, 9月份升到 0.39%， 相當於稅率10% 左右 -Austin8- ♀ (0 bytes) () 09/15/2024 postreply 12:37:57

• 說到底就是避稅（不是逃稅） -pega- ♀ (141 bytes) () 09/15/2024 postreply 17:55:19

• 和IRS這個大老虎打交道，隻能玩複雜的 -pega- ♀ (49 bytes) () 09/15/2024 postreply 17:59:01