连债券都有风险，它怎么可能没有风险呢？

Even money market funds have some risk. BOXX吸引人的地方在于税务。但是你读读下面这个文章。

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.

在税务优惠上也是有疑问地。

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： 

• 对，最关键的地方就是 投资的风险。感觉是因为 box spread, same strike price for cal -Austin8- ♀ (54 bytes) () 09/15/2024 postreply 12:09:34

• 实际的风险就是美国期权结算系统，这个风险基本跟美国国债违约一样的小概率。 -QuantFields- ♂ (181 bytes) () 09/15/2024 postreply 12:14:24

• Nothing against BOXX, 我个人认为没必要搞那么复杂 -越王剑- ♂ (0 bytes) () 09/15/2024 postreply 12:17:46

• expense ratio 0.2, 9月份升到 0.39%， 相当于税率10% 左右 -Austin8- ♀ (0 bytes) () 09/15/2024 postreply 12:37:57

• 说到底就是避税（不是逃税） -pega- ♀ (141 bytes) () 09/15/2024 postreply 17:55:19

• 和IRS这个大老虎打交道，只能玩复杂的 -pega- ♀ (49 bytes) () 09/15/2024 postreply 17:59:01