A Holistic Approach to Creating High Income Portfolios That Are Risk–Return Efficient and Tax Aware

Todd Schlanger; Brennan O’Connor; Harshdeep Ahluwalia

doi:10.3905/jpm.2022.49.1.198

A Holistic Approach to Creating High Income Portfolios That Are Risk–Return Efficient and Tax Aware

Todd Schlanger, Brennan O’Connor and Harshdeep Ahluwalia

The Journal of Portfolio Management November 2022, 49 (1) 198-212; DOI: https://doi.org/10.3905/jpm.2022.49.1.198

Todd Schlanger

is a senior investment strategist at The Vanguard Group in Malvern, PA

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Brennan O’Connor

is an investment strategist at The Vanguard Group in Malvern, PA.

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Harshdeep Ahluwalia

is the head of asset allocation, Americas at The Vanguard Group in Malvern, PA

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A Holistic Approach to Creating High Income Portfolios That Are Risk–Return Efficient and Tax Aware

Todd Schlanger, Brennan O’Connor, Harshdeep Ahluwalia

The Journal of Portfolio Management Oct 2022, 49 (1) 198-212; DOI: 10.3905/jpm.2022.49.1.198

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A Holistic Approach to Creating High Income Portfolios That Are Risk–Return Efficient and Tax Aware

Todd Schlanger, Brennan O’Connor, Harshdeep Ahluwalia

The Journal of Portfolio Management Oct 2022, 49 (1) 198-212; DOI: 10.3905/jpm.2022.49.1.198

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