Investors should avoid holding too many different ETFs to prevent over-diversification into the same underlying assets.
“one big thing that I see that's a problem with some people's portfolios is they have 10 or 20 different ETFs trying to over diversify but what's happening is you're kind of investing in the exact same thing just from different companies”
Investing Simplified - Professor G · Aug 2024 · 1 episode · 352K views on this topicThe BOXX ETF provides a T-bill-like return while potentially offering tax advantages because it utilizes a 1256 contract structure that may allow for capital gains treatment rather than ordinary incom
“and at the end when you liquidate your fund, you get a you get a 1099 and it's 60% long-term, 40% short-term regardless of the holding period.”
The Compound · Mar 2026 · 1 episode · 9K views on this topicExtracted by a model; may misattribute who said what.