no one looks at tax-efficient way of looking at returns along with risk is taken/ churn happened.
In my view, different stocks play different roles in a portfolio at any given point in time.
If you had frozen the March 2020 Portfolio of PPFAS flexicap as it is then in 2 years, their domestic folio beats overseas by 2.5:1
Link later in the thread
#PPFAS
no one looks at tax-efficient way of looking at returns along with risk is taken/ churn happened.
IEX is now 2.5-3X (though not part of Indian portfolio)
including dividend, ITC has beaten up amazon since then
More from Mfs
A financial advisor that charges an annual fee of 1% on assets under management
Essentially takes 50% of your dividend income, if your portfolio yields 2%
That's substantially worse than the highest rate on qualified dividends of 23.80% today
Few understand this
I agree with this
Essentially takes 50% of your dividend income, if your portfolio yields 2%
That's substantially worse than the highest rate on qualified dividends of 23.80% today
Few understand this
I agree with this
After 34 years in the business, I just can\u2019t get my head around how an adviser can justify charging a client any more that $2,000 per year for financial advice, and 0.25% per year for asset management if needed. There may be outliers that cost more, but those are the expectation.
— Rick Ferri (@Rick_Ferri) June 15, 2021
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2/x
Under Mr. Patrick’s direction, scientists at Fort Detrick developed a tularemia agent that, if disseminated by airplane, could cause casualties & sickness over 1000s mi². In a 10,000 mi² range, it had 90% casualty rate & 50% fatality rate
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