tag:blogger.com,1999:blog-8091367287813993533.post533652950118756705..comments2023-10-22T11:30:33.581-04:00Comments on Do-It-Yourself (DIY) Investor: Market Cap versus Equal WeightedRobert Wasilewskihttp://www.blogger.com/profile/04536814650758511673noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-8091367287813993533.post-79640759275514432802012-04-25T14:45:20.349-04:002012-04-25T14:45:20.349-04:00The rebalancing is on an ongoing basis but it does...The rebalancing is on an ongoing basis but it doesn't involve buying or selling shares because of the "in kind" transactions that ETFs engage in - i.e. they don't actually buy and sell shares. As such cap gains taxes are either non-existent or minimal. <br />This is for equity indexed etfs as discussed above - definitely not commodity etfs like gld etc.<br />So the tax bite for diy investorhttp://rwinvesting.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-8091367287813993533.post-41210597471592748542012-04-25T08:22:36.936-04:002012-04-25T08:22:36.936-04:00Robert,
How often do equal weighted indexes rebal...Robert,<br /><br />How often do equal weighted indexes rebalance, and what is the tax impact of that rebalancing? Does it offset the performance advantage?The Grouchhttps://www.blogger.com/profile/16355057736314451831noreply@blogger.com