11Lun·

My last ride is leaving the depot - the end is over


Why? -with @DividendenWaschbaer I had already discussed


Main reason

  • my position was 10% below equity when I sold (dividends mitigated the loss)
  • my assumption that the interest rate cuts would have a positive effect did not materialize
  • now my thought is that the interest rate cuts will come much slower than I thought a while ago and therefore positions like Vici will take a long time to increase the price level significantly


Furthermore

  • I already have a property to rent out, so I already have an investment in the real estate sector (also with leverage)


One more point


Reclassification


by reclassifying every year, my tax-free amount is touched again in the new year * edit incorrect

-> The original profit in the amount of EUR *** is entered as a loss in the general loss offsetting pot. Reversal due to reclassification of US income. Re-settlement follows and is offset against this loss pool (thanks Wasschbär)


the topic in detail:

CCF contributions

https://getqu.in/LjsdiK/

🏅Riding cancelations


Now of course you can say - you know all that beforehand, right! that's why I'm writing this so that others know beforehand :-)


I used the capital from the sale for $ORI (+0,03 %) (position now at desired size) and $HSBA (-0,19 %)

@Simpson sorry :-)


but also think of advance lump sum for Reits ;-)

10.07
VICI logo
Vendido x249 en 25,57 €
6367,55 €
10,49 %
previw image
15
19 Comentarios

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Yes, but I'm happy to discuss it again.
The USA hasn't even cut interest rates yet. So an interest rate cut cannot have any effect.
The tax-free amount will be charged in the new year, but a refund of the same amount from the previous year will be taken at the same time. Ideally, you even save on taxes 😅

It's good that you're putting the brakes on what you think is the right thing to do. But I still can't quite understand the reasoning 😅
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@DividendenWaschbaer If the tax-free allowance is used in year 1, then reclassified in year 2 and the tax-free allowance is used for the second time, you do not save anything 🕵️. The previous year has already been completed at this point. The allowance in the previous year was therefore given away in the amount of the payment
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@GoDividend However, you will receive a credit in year 2, which is sometimes even higher than what you have to pay in year 2.

For example: Assuming vici corrects on January 1 and you have an exemption order of €1000.
Then you receive a credit from the previous year and your FSA increases by amount X, let's say €1010. Then comes the new tax and you offset it, leaving you with (ideally) €1005.

What you lose in year 1, you get back for year 2. Sure, that's a bit silly because it's postponed. But ultimately it evens out. And since you're above the FSA anyway, it's not that relevant.
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@DividendenWaschbaer corrected something above->✅
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Too bad 😭 but it's your money you're responsible for 😊👍 I'm allergic to it myself when someone tells me what to do with my money 😂thanks for the explanation😊👍, meanwhile it's all become too exhausting for me to share my reasons for buying/selling on social media 😂

I'm staying invested, the business is running smoothly so far😊👍 let's see what the figures look like at the end of July 🤔
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@Simpson pfff I don't tell anyone what to do->Of course you stay in🤣
someone has to report
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@GoDividend Lost interest as more and more comments came in about how stupid it is to open 123 positions 😂

Wonder why strangers are worried about my money 😂
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@Simpson the Homer I know would have simply opened position 124! don't let yourself be dragged down...
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Too bad, but one is leaving and the other is building up. My first target size is 100 pieces (40/100 are already done and another 20 will probably follow in the next few days) 🙂🙃🙂

Believe in the effect when the FED lowers the key interest rate, after all, you could already see this several times at $O, even if it was just pure speculation on interest rate cuts. On the other hand, it was also possible to see time and again what happens when the speculation fizzles out 🤷‍♂️😉

Irrespective of this, $VICI is in my opinion quite well positioned and moreover... people always sin in both good and bad times 🫠
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I collected it 💪🤟🤙
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You should have waited a few more hours 😬😭
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@Frei was already yesterday.
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@GoDividend nevertheless an unnecessary loss-making transaction.
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I think it depends on the purpose of adding REITs to your portfolio. I hold them to supplement my pension. If I buy a property as part of my retirement pension, I'm interested first and foremost in the return and only secondarily in the daily property value. Of course, it's nice if the property also increases in value over the years, but I bought it primarily for the monthly income. And REITs offer a good alternative to real estate, as the return is comparatively good and I don't have to worry about maintaining the apartment, finding suitable tenants, the high ancillary costs when buying, etc.
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Assuming you don't own a property right now, would an ETF like this one $HPRO be an option for you?
@Tabularasa cumulative -7% return in 5years, personally not all that interesting and would rather hand pick a few REITs that fit a personal strategy.
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@Tabularasa I actually considered adding 5% to my portfolio but ultimately left it at that
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That's why you should never listen to people on the internet, good sales pitch 😅
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I'm right there with you.
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