The Cambria tax aware ETF

Investing
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For those of you in high tax brackets and lots of assets which are taxable, the Cambria Tax Aware ETF (TAX) may be of interest. It sounds like it tries to tilt toward LOW DIVIDEND stocks, where the company mangers push more cashflow into reinvestment and share buybacks rather than divvys.

There is a segment on the Meb Faber podcast about it which published today, 10/25/24. I’m going to listen.

I AM A DUMMY I COMPLETELY MISUNDERSTOOD THIS AND ITS POSSIBLY AMAZING

You buy this ETF using appreciated shares of another fund or stock, and internally the ETF does a tax-free Section 351 exchange and you don’t have any taxable events. You don’t buy it with cash. That’s a new idea.

I am unaffiliated with Cambria Funds or Meb Faber!

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I updated this, please read

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Very interesting…especially if you received an inherited portfolio without a step-up in basis.

As a real estate investor, I am very familiar with DSTs and the 721 and 1031 Exchange options. This looks pretty similar upon first glance…

Always good to learn about ways to keep Uncle Sam out of my pocket.