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主题:【原创】一个增加信托基金收益的玩法 -- 倥偬飞人

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家园 thanks for your calculation but

can you explain why the trust prices had appreciated substantially over the years before the conservative tax bomb, if simply the NAV shrinks as much as dividends are paid out? obviously you treat the unitprice of 10.98 as if the business has $10.98 cash per unit and nothing else. Do you think that is reasonable? the IR guy told me their NAV including oil/gas are over $30 - so how do you justify that?

read again and you will find I was talking about cash position increasing by xx%, not total return. if you do want to know about total return, I can tell you it will probably be even much higher when the CONs are losing the battle over the new tax.

On the margin part, if you have a margin account and not over your limit, do you have to put in any cash for such transaction??? the margin available is not your equity anyway, you do not have to count it when calculating your return. even you do, the cost increases not substantially as you can see from you own numbers.

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