Hi Dave,
Thanks a lot for sending out that example, very appreciated!
I did do the calculations on my end and get a similar result, the difference is far from significant but would get a bit more important if the dividend yield did end up increasing. I would say though that getting close to 1% of annual return for the exact same level of risk seems like not much but it does add up over time:)
I wasn’t aware of the fiscal impact of the strategy. Are you sure though that you don’t end up owing more money at the end of the year because of it?
Thanks
