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Does my portfolio fit me?

Volatility Adjusted Returns

In this episode, John discusses the impact of taxation on the compounding of wealth, and volatility adjusted returns.

John has lectured extensively on financial planning and is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.

John’s strength is his ability and commitment to improve the level and quality of the financial planning process.

His dedication to his clients’ growth involves an evolving strategy. His focus is to meet the demands, desires, and needs of his clients in a changing economic environment.

In his latest episode, you will learn:

  • How your portfolio generates income, when it gets taxed, and how it gets taxed, are vital to the amount of wealth you can create over time.
  • That understanding taxation of Mutual Funds, ETFs, and Unit Trusts is extremely important. It impacts turnover rates and factors that affect your portfolio.
  • Finally, taxation and the market volatility adjustment can have  an immense impact on your portfolio:

Furthermore, John shows an example of a $500,000 investment that grew at a 10.04% rate of return. He breaks down how 20 years later it’s worth $3.7 million and will be reduced by a little bit over two million dollars. This is when you factor in volatility-adjusted returns and then taxation. So it’s down to $1.6 million!

At Smallwood Wealth, we look at portfolios not only on a market volatility-adjusted basis, but also on a tax-adjusted basis. We always want to be focusing on how to reduce tax and how to reduce risk. This is how we can reduce the impact of volatility-adjusted returns.

Give us a call at 732-542-1565.

If you are new to Smallwood Wealth schedule a Wealth Curve Conversation here.

We look forward to speaking with you.

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Volatility Adjusted Returns Taxation



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