Tag: Portfolio Optimization

  • Tax Drag in Investing: How Taxes Destroy Active Alpha

    If you’ve ever wondered why your investment returns sometimes seem to fall short of what you expected, it might help to look at how frequent buying and selling in a portfolio can quietly chip away at your gains through taxes, which is why sticking with a simple, passive index approach can make it much easier…

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  • Dividend Aristocrats vs. High Yield: A Yield-on-Cost Analysis

    Today I want to explore why those investments that look great at first because they pay high yields can actually end up lagging behind the ones that focus on growing their dividends faster, especially once you let some years go by and see how things play out. We’ll also walk through how you can figure…

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  • The shadow tax hidden inside extreme valuation IPOs

    When Nasdaq quickly adds huge new companies like SpaceX to its indexes, even though only a small number of shares are actually available to trade, it sets up a situation where index funds have to buy at whatever price they can get, which almost always means paying more than they should. If you look at…

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AI Software Engineer at Google | PhD in AI & Engineering | Writing about AI, Engineering, Investing, and Personal Finance.

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