When I am estimating the return I need on an asset I always use the rolling 10yr M2 CAGR*1.3 for tax. The U.S. M2 is about ~7% growth rolling so you need over 9% to 'get ahead'. Round up, I use 10%.
When I am estimating the return I need on an asset I always use the rolling 10yr M2 CAGR*1.3 for tax. The U.S. M2 is about ~7% growth rolling so you need over 9% to 'get ahead'. Round up, I use 10%.
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