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Florian Simon
@FloFinance
3Sem.·

Dividend versus growth

I've now dumped my Realty Income position on my head in order to increase my $ABBV (-0,41 %) position to 10 shares. I expect AbbVie to perform better than the Reit over the next few years.

Sales will probably continue to be driven up mainly by Rinvoq and Skyrizi. I'm slightly biased because I'm a Skyrizi patient myself, but objectively I think it looks good thanks to all the new approvals for other diagnoses.


AbbVie to the Mooon :)

01.10
Realty Income logo
Realty Income
a vendu x26 à 51,52 €
1 339,52 €
8,80 %
8
14 Commentaires
Ruben Schoff@Sand
3Sem.
I will soon (have to) do the same as an Austrian, the value is fiscally unacceptable and generally reits and bdcs
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Florian Simon@FloFinance
3Sem.
@Sand What taxes are added to the dividend in AT?
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Ruben Schoff@Sand
3Sem.
@FloFinance approx. 55% total tax because it is classified as a non-classifiable fund and annual additional payments depending on what RI reports as turnover. Completely opaque not recommended
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Florian Simon@FloFinance
3Sem.
@Sand ok that's blatant. I didn't know there was such a heavy tax burden in Austria.
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Adrian@InvestmentandLaw
2Sem.
@Sand same, I will also part with $O in the medium term. But interest rates will have to fall first.
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BamBamInvest@BamBamInvest
2Sem.
@FloFinance In Austria, in addition to the capital gains tax of 27.5%, you also pay withholding tax, which cannot be credited. Furthermore, a flat-rate annual tax as a non-reporting fund, as it is not seen as a share in Austria. In addition, the poor performance as 90% is distributed, so we strongly advise against it as an Austrian.
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Florian Simon@FloFinance
2Sem.
@BamBamInvest I see. I wouldn't have invested there either :O
Thanks for the info!
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BamBamInvest@BamBamInvest
2Sem.
@FloFinance understandable and with pleasure 😊
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BamBamInvest@BamBamInvest
1Sem.
@FloFinance look here very well explained how fatal this is as an Austrian

https://youtu.be/jPe6LW_ZKEA?si=cEa6EUs2GE5cGVU9
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Stefan@Slucks87
3Sem.
Would not have bought at the ATH, rather waited for a setback.
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Florian Simon@FloFinance
3Sem.
@Slucks87 perhaps bad timing at the moment. In 5 years' time, I'm sure I'll hardly care that I bought at the ATH today.
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Stefan@Slucks87
3Sem.
@FloFinance certainly not wrong in the long term.
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Alfred@Alfred16
3Sem.
@FloFinance Good attitude
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userc7b02065b8a7407b@userc7b02065b8a7407b
3Sem.
@Slucks87 perhaps add a savings plan. I also think that the value will continue to rise when the drugs in the pipeline hit the market
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