LoginSignup
image de profil
monto_korto
@monto_korto
8Mo·

Depot update 🚧 - Streamline & redirect to the core

Today I have eliminated four mini-positions and invested the proceeds in the global core.


Sales

- $DHR (-2,77 %) (-22 % compared to EP → loss pot)

- $MOWI (+0,03 %)

- $DGE (-1,51 %) (-28 % compared to EP → loss pot)

- $MCD (-2,85 %) (residual position)


Purchases

- $VWRL (+0,02 %) 10 pcs (Core)

- $FAST (-0,8 %) 5 pcs (small satellite - thesis: fast charging networks growth, high volatility accepted)


Why this?


  • Sizes <1% disrupt rebalancing, bring little diversification benefit.
  • Loss realization today lowers future tax burden on equity gains.
  • More in the core increases predictability
2
4 Commentaires
image de profil
Leo@MCKrummel-Divi-Holding
8Mo
Remember that many brokers now offset the loss pots directly or per quarter and you receive a credit.
•
1
•
image de profil
monto_korto@monto_korto
8Mo
@MCKrummel-Divi-Holding
Thanks for the tip, I didn't have that on my screen.
•
1
•
image de profil
yieldhunter@randomdude
8Mo
@MCKrummel-Divi-Holding How exactly does this work and which brokers are affected?
••
image de profil
Leo@MCKrummel-Divi-Holding
8Mo
@randomdude you get a tax equalization, so to speak, because you have made a loss. Brokers like Consorsbank seem to do it per quarter, TR felt as soon as you have sold something at a loss. Google retrospective loss offsetting.
••
Participez à la conversation
S'inscrireConnexion