I still had a number of unallocated assets in a custody account at Comdirect that I couldn't sell because of the fees there. Now that I've transferred the custody account to scalable, it's time to clean it out a bit.
All in all, they've been treading water for two years. That's why the earnings are coming in here. In principle, I expect something similar, but at least some money is coming in every month.
By the way: the transfer of my securities account from Comdirect to scalable was completed within a week. That's how it should always be, but it's the first time I've experienced it that way.
...even if it is still too early to draw an overall conclusion after 4 months, it is probably the "only" CC that has fully recovered from the drop in April (-17%) and continues to do what a CC does.
In addition, it continues to perform quite stably in the current reporting season and despite the weak dollar....
I also like the fact that the physical portfolio here is not based solely on the magnific 7, as is usually the case, but is instead equally spread across 25 companies in the sector and is also actively managed.
And the 30% tax exemption (in Germany) also fits in well with the concept...
...so all in all, a lucrative and sensible addition to the portfolio so far 👍
