SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Beating the Dow funds?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Stingray who wrote (34)3/7/1997 4:10:00 PM
From: sea_biscuit   of 47
 
Stingray :

One more point. You spoke about the tax-implications of Beating the Dow strategies. In my opinion, the strategy is best implemented in a tax-deferred account. I have seen some analysis on the Motley Fool web-site about why it is fine even in a taxable account and even with the annual turnovers and taxes, it can do better than a buy-and-hold approach (like with an S&P 500 index fund). But they assume 22% or 23% annual returns for the approach. Whereas realistically, I feel that it has to be 16% to 18% i.e. 1.6 to 1.8 times the long-term growth rate of stocks in general.

Dipy.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News