No. of Recommendations: 5
Ah…ok, gotcha. I see the subtle difference now. Sometimes, I wish I could live under a Monaco tax free district, but on the other hand, having a taxable account with embedded cap gains may turn out to be a damn good disciplinary and behavioral incentive to avoid hasty and frequent selling activity.
I want to correct something in my earlier post to avoid any misleading confusion. In my ROTH I bought a boatload of BRK in 2018, and that stake is up 115.54 percent, not 15% (average cost basis of $188.75/share). 15.4 plus percent is what the 5 yr annual return is what my performance statement is indicating. Sorry about that.
