Category: Assets

March 22, 2015

by Mike Rawson · Published March 22, 2015 · Last modified October 20, 2016

Asset allocation vs. Costs vs. Taxes

We look at a new study of asset allocation strategies, and wonder whether things are more complicated than people think.

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Al Cam says:

And presumably if you have accessed it and not been working...
Mike Rawson says:

I would assume so. The tweet I saw only said that...
Al Cam says:

Thanks. Take your point re earnings. I assume the above only...
Mike Rawson says:

I think that the amnesty doesn't begin until the LTA is...
Al Cam says:

Footnote 2 is interesting! Does this mean you could (in theory...
Paul says:

great day re: LTA. But surely we need some kind of...
Fiona Mills says:

Hi David We are also a small investment club, and Barclays...
Al Cam says:

Re entry 59: See page 37 of: https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1142824/Costing_Document_-_Spring_Budget_2023.pdf which states limit...
Al Cam says:

Or re-training as a doctor, as under Labour "all animals are...
Mike Rawson says:

It's not deferral as things stand, and with no descendants, I...

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Quiet week, two blue days. Listed portfolio +0.2%, net worth +0.3%, blended benchmark -0.4%. YTD: listed -1.3%, net worth +0.8%, benchmark +0.2%. TTM: -1.6%

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Comparing past and present inflation rates can be tricky - Alpha Architect http://dlvr.it/SlQccl

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Category: Assets

Asset allocation vs. Costs vs. Taxes

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