Traditional Portfolio vs. Opportunity Fund Investment
  • $100,000 investment for ten years assuming 7% annual appreciation.
  • Traditional Stock Portfolio – after tax profits equal $32,375

  • Opportunity Fund – after tax profits equal $73,485
     

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The chart above represents a sample fund with a 7% YoY return. The chart above shows the difference in after tax profits if you invested $100,000 into a traditional stock portfolio that gained 7% year over year appreciation, verses if you invested in an Opportunity Fund with a 7% year over year appreciation. The chart above assumes a long term capital gains rate of 23.8 % (20% federal capital gains tax and 3.8% net investment income tax). It also assumes holding in the sample fund for ten years. The performance assumptions shown are for illustrative purposes only, and are not intended to reflect the actual experience of any individual investor.
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Past performance is no guarantee of future results. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by other third parties. Neither Urban Capital nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Urban Catalyst nor any of its affiliates.