2018年股市投资表现和安省边际税率
Jason Xiong2019-2-12
2018年由于受中国经济增长减速、中美贸易战和地缘政治的不确定性等多种因素的影响，全球股票市场经历了非常艰难的一年，大多数市场都处于亏损状态。晨星报道的215个股票市场中，有181个市值下跌了10％，其中加拿大下跌了12％，美国下跌了5%，而中国市场大跌了25%以上，高居亏损榜首。下图是2018年几个主要市场的表现。
Index Performance | 2018 Return |
TSX | -11.60% |
Dow | -5.60% |
S&P 500 | -6.20% |
NASDAQ | -3.90% |
Russell 2000 | -12.20% |
MSCI ACWI | -10.40% |
MSCI EM | -16.60% |
Nikkei 225 | -12.20% |
Hang Seng | -13.61% |
DAX | -18.70% |
Shanghai | -24.60% |
Shenzhen | -33.20% |
FTSE | -12.50% |
CDN $ vs. USD | -7.80% |
Oil US$/bbl | -24.80% |
共同基金市场表现也很差。在晨星公布的加拿大21,000多个开放式基金中，只有3,500多个在2018年显示了正回报，约85%的基金都显示了负回报。因此少量亏损或盈利都显示了你的基金组合在2018年有不错的表现。
2018 Ontario marginal tax rate:
2018 taxable income | Marginal tax rate |
First $42,960 | 20.05% |
over $42,960 up to $46.605 | 24.15% |
over $46,605 up to $75,657 | 29.65% |
over $75,657up to $85,923 | 31.48% |
over $85,923 up to $89,131 | 33.89% |
over $89,131 up to $93,208 | 37.91% |
Over $93,208 up to $144,489 | 43.41% |
over $144,489 up to $150,000 | 46.41% |
over $150,000 up to $205,842 | 47.97% |
over $205,842 up to $220,000 | 51.97% |
Over $220,000 | 53.53% |
