Okay, fair enough. so if I had invested in all the shares proportionally based on market cap, it would return around 10% yearly. Therefore it would be sensible to avoid taxes, fees, brokerage exceeding 10% of your investment annually over say 5 to 10 years - else you are going nowhere. But of course we also need to factor in, say 2.5% inflation rate so make that a maximum of 7.5% investment costs.
l recently read somewhere that if you are in good super fund, expect returns of at least 8.0% conservatively, and to be paying fees around 1.2% or less. Otherwise, to consider changing over to better fund.
Maybe it is irrelevant, I was just thinking they had similar targets.
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Okay, fair enough. so if I had invested in all the shares...
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