5D·

New ETF in the Portfolio

I reallocated capital from the $SPYD (+2,27 %) has been reallocated.


In addition, I have switched the savings plan from $VWRL (-1,41 %) to the Global All-Cap—effective starting in November.

16.10
10.217,80 €
17
7 Comentarios

Imagen de perfil
Why don't you just leave the $SPYD alone and instead invest new capital in Vanguard's new All-Cap fund? Weighing the tax event against the TER!
By the way, the reinvesting version of the All-Cap has posted significantly higher growth since its launch, while the dividend-paying version has hardly any impressive figures to speak of. 🤔
•
9
•
Imagen de perfil
Well, I hope you took care of your taxes...
•
1
•
Imagen de perfil
@Epi I did. The loss carryforward reserve took care of that.
•
3
•
Rebalancing an ETF is always the dumbest thing you can do
••
Imagen de perfil
@Maximilian1 You should always be careful with words like "always." There are always exceptions. 👍
•
2
•
Imagen de perfil
@Maximilian1 A totally stupid and pointless statement…
•
1
•
Imagen de perfil
r19 probe comment
••
Únase a la conversación