PP After Tax Performance?

[greg9840]

Hello everyone,

The PP performance numbers since 1972 are obviously amazing, generating a return close to the stock market with far less volatility.  My PP is in a taxable account, so I was wondering, has anyone calculated the performance statistics with the assumption of being taxed, for example, in the highest tax bracket?  When you look at mutual funds, they generally will show performance before taxes and after taxes, assuming the highest tax bracket.  Since the overall PP return since 1972 has been around 9.5%, I would love to know how much that number comes down after taxes.

Thanks!
Greg

[rickb]

There's a recent thread on this, see http://gyroscopicinvesting.com/forum/ht ... ic.php?t=9

[greg9840]

Thanks Rickb.  I checked that other thread and I saw somebody giving a rough estimate that about 10% of the net proceeds will be paid in taxes.  So, if the PP makes 9.5% in a year, after taxes, it comes out to 8.55%, which is very respectable.  Can anyone who is using the PP in a taxable account confirm that 10% is a fairly accurate amount to expect to pay out in taxes, based on real-life experience?

Thanks!
Greg