PrancingDumpling
PrancingDumpling
20mo

Smallcase suggestion

Hello guys, please suggest a smallcase for long term investment (10-15 yrs). Fine with high risk smallcases as this is a long term investment. Thank you.

20mo ago
PerkyPretzel
PerkyPretzel
20mo

Curious to know why you want to invest in a smallcase instead of mutual funds which are better from a tax and rebalancing perspective.

PrancingDumpling
PrancingDumpling
20mo

Tbh, the only point I considered was CAGR. Some Smallcases have CAGR 40%+ for last 3 years.

I just realised the taxation and rebalancing point of view.

PrancingDumpling
PrancingDumpling
20mo

So in terms of taxation, assuming 40% return (speaking retrospectively), 30% of 40% will be taxed. It means I will be left with 28%.

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