8H·

💶🔄💶

After much deliberation, I have decided $BATS (+5,14 %) 🤑😬 to get rid of the two $MUV2 (-5,46 %) & $ROP (+0,62 %) each went into the depot.

With 72% and 93% profit respectively, approx. 32% p.a.📈 more than previously expected.

It was also one of my first investments at the time, still with BitPanda, so it was just a derivative.

I see the two new players in the portfolio as very solid companies in their fields and will improve my portfolio in terms of diversification in the INS and HC areas.

12.05

British American Tobacco

Vendido x26,6 en 51,96 €

1382,16 €

72,54 %

5 Comentarios

Kai@Dividenden-Sammler

The $BATS dividend would certainly have been easier to handle for tax purposes. With the $ROP you have the big problem of withholding tax in Switzerland and I would doubt whether it is worth reclaiming it. If your tax-free amount is exhausted, you can expect a deduction of around 50% on the Swiss dividend.
Either increase it significantly so that a reclaim makes sense or bite the bullet.
I would also have preferred $NOVN instead of $ROP. In balance sheet terms, $NOVN is in a better position. $ROP is a riskier investment.

•

Marius@MariusLoo

Good input on this.

I didn't buy ROP because of the divi, but because I think it is well positioned in its field.

I already know the discount from Ferrari... But since this is only about admixtures and not huge positions. I don't consider this to be so bad.

••

Paulchen@Divident_e

@Dividenden-Sammler Tax refund in Switzerland Mega simple, free and fast. So no argument at all

•

Marius@MariusLoo

@Divident_e How do you go about it?

••

Kai@Dividenden-Sammler

@Divident_e but you certainly won't get a refund because of 2 shares. I didn't say it was difficult or complicated. In any case, Switzerland is one of the easiest places to get a refund.
Therefore, as I wrote above, it would be advisable to top up. And yes, I know you could also combine 3 years - but that doesn't make it much better with 2 shares. But he didn't want it because of the dividend, so I don't think he cares about the withholding tax.

•