The simplicity of using only one fund is appealing.
Trade partners. Was wondering what might work better if SGOV fell out of favor after interest rates revert to normal.
Searched "ultra short-term treasury ETF": https://www.google.com/search?&q=ultra+ ... easury+etf
Found this list: https://www.etf.com/topics/ultra-short-term
BIL is on list before SGOV.
Example from above list: BIL; see: https://www.ssga.com/us/en/intermediary ... ll-etf-bil
--3mo NAV chart (click) shows embedded dividends, indicates ~EOM ex-date: https://www.morningstar.com/etfs/arcx/bil/chart
--Daily bid/asked spread seems to be 1-cent: https://www.morningstar.com/etfs/ARCX/BIL/quote (Looking for low volatility.)
--Avg daily trading volume: ~7M (Looking for enough volume to indicate a liquid investment. Question: what should we consider illiquid?)
--ER: 0.1356% (Cost is one of the few things we can control.)
--SEC yield: 5.04% (More is better, but maybe not at the expense of higher bid/asked spread and liquidity.)
Question. If we want to search for trade partners, does above cover the parameters necessary to decide for/against a trade partner?
Before execution, once we winnow a list of trade partners, we'd want to find/read prospectus/distribution schedule to make a final selection and build a tax-gain harvest game plan.
Question. Did I miss anything?
Trade partners. Was wondering what might work better if SGOV fell out of favor after interest rates revert to normal.
Searched "ultra short-term treasury ETF": https://www.google.com/search?&q=ultra+ ... easury+etf
Found this list: https://www.etf.com/topics/ultra-short-term
BIL is on list before SGOV.
Example from above list: BIL; see: https://www.ssga.com/us/en/intermediary ... ll-etf-bil
--3mo NAV chart (click) shows embedded dividends, indicates ~EOM ex-date: https://www.morningstar.com/etfs/arcx/bil/chart
--Daily bid/asked spread seems to be 1-cent: https://www.morningstar.com/etfs/ARCX/BIL/quote (Looking for low volatility.)
--Avg daily trading volume: ~7M (Looking for enough volume to indicate a liquid investment. Question: what should we consider illiquid?)
--ER: 0.1356% (Cost is one of the few things we can control.)
--SEC yield: 5.04% (More is better, but maybe not at the expense of higher bid/asked spread and liquidity.)
Question. If we want to search for trade partners, does above cover the parameters necessary to decide for/against a trade partner?
Before execution, once we winnow a list of trade partners, we'd want to find/read prospectus/distribution schedule to make a final selection and build a tax-gain harvest game plan.
Question. Did I miss anything?
Statistics: Posted by dratkinson — Fri Sep 27, 2024 9:12 pm — Replies 74 — Views 12225