lthreatt

Forum Replies Created

Viewing 2 posts - 1 through 2 (of 2 total)
  • Author
    Posts
  • 08/01/2019 at 7:12 pm in reply to: Leveraged ETFs in Tax-Advantaged Account #68547
    lthreatt
    Participant

    It was EUO and CROC in the Leveraged Gold Strategy. In hindsight I think the K-1 “issue” is because these are currency ETFs. I was mainly interested to see if anyone can comment on the U.S. income tax “hassle factor” of getting a K-1 versus a 1099.

    07/17/2019 at 6:26 pm in reply to: Almost all gain will be short term, right? #67703
    lthreatt
    Participant

    Deshan, I get the impression you’ve been with LogicalInvest for a while. Have you been following one of the model strategies/portfolios or did you create a custom portfolio? Would you mind sharing your portfolio allocations? I just recently joined LogicalInvest and for now I have 48% Bond Rotation Strategy, 42% Nasdaq and 10% Maximum Yield. Thanks, Larry

  • Author
    Posts
Viewing 2 posts - 1 through 2 (of 2 total)