6D·

Restructuring completed for the time being...

...the sale from $O (-0.67%) has largely flowed into the ETF and the divi + 30% tax exemption + withholding tax exemption simply fits better in contrast. So Welcome monthly payer 🫠

02.05

JPM Global Equity Premium ETF

Bought x100 at €24.48

€2,447.50

22 Comments

༺Yuichi༻@Yuichi

Did exactly the same from o to the eft

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S.A.U.@SAUgut77

@Yuichi as a monthly payer with the tax exemption simply the better alternative 🤝

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༺Yuichi༻@Yuichi

@SAUgut77 and more widely distributed 🙏

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Steewee@Steewee

@Yuichi brief clarification please 🥺

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༺Yuichi༻@Yuichi

@Steewee $O Dividend stock that pays monthly Real estate sector . And $JEGP more broadly diversified ETF but also monthly payout

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Steewee@Steewee

Oh ok 👌🏻 I had thought that you don't have to pay taxes on this ETF 😅that would have been too nice, but sometimes there are special cases.

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S.A.U.@SAUgut77

@Steewee not completely tax-free, but in Germany 30% is tax-free after all 😉

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Steewee@Steewee

@SAUgut77 Thank you very much for the information!

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Solitair@Solitair

Hm. after pondering a bit, I also bought 200 of the JPM.

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DevlishTomato@risk_taker_1816

Have you looked at Mainstreet Capital $MAIN? Compared to realty, I think it is better as it pays up to 15 times a year.

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S.A.U.@SAUgut77

@risk_taker_1816 thank you, but I was concerned with the comparison of the 30% tax exemption + no withholding tax, in addition to the poor key interest rates in the USA and the one still to come, and if you calculate these in contrast, you are in a much better position with the FS....

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Stefan@Da_Fischi

@risk_taker_1816 *up to 16 times 😉

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Dividende > Zinsen@GoDividend

I like that thing

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Daniel Kaufmann@Wollitz

Welcome to the club :D

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DevlishTomato@risk_taker_1816

Do you think it's worth it if you also have the $TDIV? I have a position in both, but only in the global one savings plan. The vaneck is only about 1.59 shares

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S.A.U.@SAUgut77

@risk_taker_1816 you're definitely not doing anything wrong, but take a completely different approach, so don't necessarily listen to my opinion 😉

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DevlishTomato@risk_taker_1816

@SAUgut77 What exactly is your approach? Mine is to take fat dividends, and maybe a little growth.

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S.A.U.@SAUgut77

@risk_taker_1816 to beat the market (successfully) since I started in 06/2023 and to invest mainly in individual stocks.

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Chris Lee@Vestin

So there is no withholding tax on the ETF? and can you briefly explain the 30% less tax please?

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Solitair@Solitair

@Vestin Partial exemption for ETF

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S.A.U.@SAUgut77

@Vestin the payout/dividend is exempt from withholding tax and 30% partial exemption is also tax-free.

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Chris Lee@Vestin

ok. thank you!

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