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monto_korto
@monto_korto
1J·

Depot update 🚧 - Streamline & redirect to the core

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


Sales

- $DHR (+0,47 %) (-22 % compared to EP → loss pot)

- $MOWI (+2,03 %)

- $DGE (-0,42 %) (-28 % compared to EP → loss pot)

- $MCD (+0,11 %) (residual position)


Purchases

- $VWRL (-0,66 %) 10 pcs (Core)

- $FAST (+0,12 %) 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
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4 Commentaires
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Leo@MCKrummel-Divi-Holding
1J
Remember that many brokers now offset the loss pots directly or per quarter and you receive a credit.
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monto_korto@monto_korto
1J
@MCKrummel-Divi-Holding
Thanks for the tip, I didn't have that on my screen.
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O. K. Boomer@randomdude
1J
@MCKrummel-Divi-Holding How exactly does this work and which brokers are affected?
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Leo@MCKrummel-Divi-Holding
1J
@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.
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