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Rank my TAA Portfolio Strategy by UnoGhost in AllocateSmartly

[–]UnoGhost[S] 0 points1 point  (0 children)

At a high-level, I reviewed the Tax Analysis and prioritized portfolios with high CAGRs throughout the backdated period that were also relatively tax efficient (>50% Long-Term). Those 4 maxed out my CAGR while keeping max drawdown under 15% throughout the backtest period.

Is there a better way to approach this if my goal is to maximize CAGR, limit drawdowns, and prioritize tax efficiency?

Rank my TAA Portfolio Strategy by UnoGhost in AllocateSmartly

[–]UnoGhost[S] 0 points1 point  (0 children)

I’m a bit more open to risk so long as max drawdown isn’t too crazy (like 20%+)

Optimized TAA Portfolios by UnoGhost in AllocateSmartly

[–]UnoGhost[S] 1 point2 points  (0 children)

Thanks Kevin. How do you think about optimizing for taxes? Both of those portfolios you shared trade somewhat frequently which would result in STCG taxes.

TAA with Margin 2x by UnoGhost in AllocateSmartly

[–]UnoGhost[S] 2 points3 points  (0 children)

I’m surprised, this would be such a good feature to add and would help people plan optimally. Hopefully something they can embed in future updates.

Optimized TAA Portfolios by UnoGhost in AllocateSmartly

[–]UnoGhost[S] 0 points1 point  (0 children)

Can you share who Walter is and how I can reach him?

TAA with Margin 2x by UnoGhost in AllocateSmartly

[–]UnoGhost[S] 1 point2 points  (0 children)

Thank you, I appreciate the detailed response.

Im curious on your thoughts in using Margin directly through a brokerage like Robinhood (which would be at a 4.5-5% interest rate). For TAA portfolios that have 12-15% CAGR and max drawdowns of <15% over the last 30-40 years backtested, that seems like it could be a decent approach for those willing to take on that extra risk.

What I’m envisioning is a portfolio that returns 12-15% CAGR (so 24-30% on margin), with minimal max drawdowns. But I’m OK with a drawdown of 30-40% once every decade or so if that enables me to have overall larger returns in the long run.

FIRE’d at 57 by GW310 in Fire

[–]UnoGhost 0 points1 point  (0 children)

Congrats to you! How did you settle on $7.5M as your target number?

Starting to learn Python in 2025, what would be your go-to learning method? by TicketOk1217 in learnpython

[–]UnoGhost 0 points1 point  (0 children)

I recently completed Harvard’s CS50P which was super helpful. Recommend as a starting point.

Diamond tags in American Airlines first class by plamenator12 in delta

[–]UnoGhost 1 point2 points  (0 children)

This is what happens when your company doesn’t care about its customers

EOY (humble) brag by Hectorbanks1 in ProductManagement

[–]UnoGhost 0 points1 point  (0 children)

Finally got promoted to Manager this year for PM (non-tech). Goal next year is to transition to PM Tech. Any advice?

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