I have also been doing an "adventure" using the Fidelity International Fund direct indexing product for the past year.
My 1-year After-tax returns are close to predicted from the academic literature, 2% above the MSCI EAFE index.
Also interesting - the % qualified dividends from international is high, about 85%, which is similar to SCHF.
My 1-year After-tax returns are close to predicted from the academic literature, 2% above the MSCI EAFE index.
Also interesting - the % qualified dividends from international is high, about 85%, which is similar to SCHF.
Statistics: Posted by kxl19 — Sun May 05, 2024 12:13 am