5Lun·

I will soon have some money available to invest again, which I would like to use for additional purchases.


First and foremost, I want to further expand my ETF positions.

I would particularly like to buy more of my individual stocks at the moment:




These are all long-term positions in my portfolio, which I think are currently valued quite favorably.

What do you think of these 5 companies?

I am grateful for any input!


Your Burner

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7 Comentarios

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I don't know your investment amount. If it is not relatively high, I would consider whether I really want to pay withholding tax on dividends everywhere. Canada, Switzerland and Mexico are, as far as I know, countries where you have to go to a lot of trouble to get the money back - which is simply not worth it for smaller amounts, but does significantly reduce the return.
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@KevinE Fair point.

Here are my position sizes:

Canadian NR 512€
Daikin 560€
Nestlé 570
PepsiCo 630€
Walmart de Mexico 710€

But I don't want to stop there; all the individual stocks I have should remain in my portfolio in the long term and the position sizes should be increased regularly and constantly.

So far, the dividend income is actually still too puny to make the effort of reclaiming the withholding tax seriously worthwhile.
But I would definitely like to do this in the long term if the position sizes are appropriate.
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From your point of view, what would be a one-off amount in nestle via a German broker that makes sense, due to the deductions etc.?

How high are the deductions and fees for such a purchase in percentage terms for a €1000 investment, for example?
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@MP1987 depends on the broker. And whether you can trade Swiss shares at all. Otherwise you would have to take the ADR.
You can check with your broker whether this is possible. The broker must provide you with cost information before you buy.

Personally, I would only reclaim withholding tax if it is worth the effort. Let's assume it would take 15 minutes. Then I would at least use my hourly wage from work and see if it's worth it. Personally, I wouldn't do it for €2.70.
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$6367 sounds good!🤌🏻
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@CapitalCyclist have been thinking about it for a long time
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thanks for sharing your thoughts
also thinking about buying at $6367
find all favorably valued
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