Research

  • Buy and Hold or Buy and Hope?

    Posted on May 31, 2024 by IIA Web Admin

    Following the recent ascent of the Japanese stock market, one is reminded of the risk that a buy and hold strategy may not always prove successful.  As a teenager growing up in the late 1980s, it seemed all but certain that Japan was taking over the world….

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  • BOXX as an Alternative to T-bills

    Posted on May 31, 2024 by IIA Web Admin

    Summary  The BOXX ETF provides returns that closely track those of Treasury bills. Due to a quirk in the US tax code, BOXX ETF profits are taxed as capital gains, not investment income. That means that long-term holders of BOXX pay long-term capital gains rates which can…

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