Hi guys!
Here my doubts for discussion purposes:
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Q5 C: not clear to me the calculation of the return of the tax deferred account. It seems they apply the deferred capital gain formula in a taxable account
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Q5 D: not clear to me the answer…the relative value of gift today vs a bequests in x years should already answer the question…quite confusing to me. In addition where they take the 2MM?
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Q6 D: why not fund 2? Althoug the sharpe ratio does not increase, the Sortino increases and the drawdon decrease more than the Fund 3
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Q7 B ii: why they calcualte the rebate rate using the 7Y rate (4%) and not the 10Y rate (4,5%)
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Q7 C i: why a buy and hold strategy would not fit?
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Q7 D i: I think they should use the couon rate (2%) and not the Yield (2,25%)
Happy to discuss
Ste
Edit: Also 5 B): not clear to be how “Selling the stock fwd” does not trigger the immediate capital gains tax