Friday, January 3, 2014

Short Takes: Estate Tax Loopholes, Reversion to the Mean, and more

I managed a few posts during the holidays, including my (late) jump into Twitter as @MJonMoney:

Your Unused TFSA and RRSP Contribution Room is Shrinking!

Dragged Kicking and Screaming

Study Distracts from Message about High CEO Pay

Things have picked up a little compared to last week. Here’s some weekend reading:

Loopholes in the U.S. tax code has allowed the wealthiest Americans to save over $100 billion in gift taxes and estate taxes since the year 2000. These loopholes “make the estate tax system essentially voluntary”. Thanks to the Stingy Investor for pointing me to this one.

Canadian Couch Potato reports on another active investment strategy that showed promise initially and then floundered. So often these strategies succumb to reversion to the mean, eventually. And that’s when high investment costs show themselves.

Big Cajun Man lists his most read posts from 2013.

Million Dollar Journey gives an end-of-year net worth update. Of particular interest to me was Frugal Trader’s reporting of the internal rate of return (IRR) in a couple of his accounts. He did very well on Canadian and U.S. stocks. I’d be interested to see the IRR of his entire investment portfolio. This is something I calculate and publish for my own portfolio each year, but I haven’t seen other bloggers do this.

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