Thanks to MFO for recent articles highlighting defensive funds that held up well and would serve as a defensive option for new monies. Funds mentioned that are of interest to me are DRSK, NUSI, TMSRX, RPAR and SWAN. I recently made a significant buy of SWAN, as I felt it was the best of the bunch. Some questions I have:
Which would be most tax efficient in a taxable account? Particularly TMSRX tax cost?
Which would be good partners with SWAN?
I am allocating $$$ from bond/cash for these purchases, as well as proceeds from equities as I aggressively rebalance.