Any table that compares yield should show after tax yield so the results are truly comparable.Hearing the footsteps of the taxman (or woman) I have been doing this for several months and it is very difficult. But investing without doing it is worse.Some of the factors are reasonably objective, like the pct of a funds holdings subject to the AMT, and others are very subjective, like the future direction of interest rates, the quality of the bonds, and your assessment and tolerance of risk.Given how I have weighted these factors, I'm building a position in the Vanguard short-term fund, VWSTX. The after tax yield of this fund for me, a resident of Maine, is 3.1%, which will certainly not appeal to many here. But for me, at 71, it provides exactly the kind of balance I need in my portfolio now.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra