Wealthfront estimates the fraction of total return distributed each year for each asset class based on historical dividend yields and assumes capital gain distributions are zero for ETFs due to their low index turnover and tax-efficient nature.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (1)

• Wealthfront entity