New Frontier’s Tax-Sensitive ETF portfolios are globally well-diversified and designed for long term after-tax return.
Taxes are considered at every step of our portfolio construction process. Michaud optimization includes tax implications as it creates the portfolios. The portfolios use ETFs, which provide more tax efficiency than mutual funds. We structure our trade and rebalancing decisions to minimize tax effects of all kinds. This includes avoiding trading without benefit, minimizing turnover, offsetting positive with negative capital gains, favoring small capital losses to capital gains, and favoring long-term capital gains over short-term capital gains.
The portfolios feature an unbroken track record since 2004. They are available at six risk levels so that you can select the portfolio most suitable to your risk tolerance. Each portfolio consists of fifteen to thirty ETFs.