EN.13 Buy & Box: A Safer Alternative to Buy, Borrow, Die 

Welcome to the No. 13 video in my Middle-Class Investing series. This video introduces the 'Buy & Box' investment strategy, which achieves similar tax efficiency as the 'Buy, Borrow, Die' strategy, but is safer due to reduced leverage. This reduction is achieved using the capital loss generated from a Short Box Spread when borrowing money against your stock index portfolio.
To compare 'Buy & Box' with 'Buy, Borrow, Die', check out the spreadsheet: tinyurl.com/box...
For more details, see Slides 30-31 at tinyurl.com/cl...
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