High-Tax Bracket ETF Portfolio

Published on by on May 9, 2011 | Updated February 10, 2014

Portfolio Strategy

Intermediate Time HorizonIntermediate Risk Tolerance The High-Tax Bracket ETFdb Portfolio is designed for clients who wish to achieve portfolio growth through diversified market exposure, while also minimizing their tax-burden.  Although many investors tend to flock to high-yield dividend funds, individuals already in the high-income tax bracket surely wish to avoid additional income. The portfolio is split between a large allocation to equities, about one-third of holdings in fixed income, and a small portion in commodities.

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