1Sem.·

Rebalanced portfolio and 100 k

Bought 1,025 shares $WINC (-0,13 %) for 5,091 euros.

This brings my 15% satellite portfolio to completion.

(For information about my strategy, check out my profile page.)

My portfolio has also surpassed the 100k mark.

5 Commentaires

NichtRelevant@NichtRelevant

1Sem.

152 Euros (minus tax) incomming on 30.07. 🙂

••

Theo@strategy_sherpa_2476

1Sem.

@NichtRelevant Taxes work differently in the Netherlands.

••

NichtRelevant@NichtRelevant

1Sem.

@strategy_sherpa_2476 Ok. Then 152 Euros directly. 😏
I assume the tax will be applied later. If not let me know - I will have to move to the Netherlands. 😅

••

Theo@strategy_sherpa_2476

1Sem.

@NichtRelevant Until that changes, it is based on a notional return and asset categories.
For investments, it’s approximately 6%.
And you pay 36% tax on that.
That percentage is adjusted every year.
You also have the option to opt for “actual” returns, but that’s only possible for your total assets.

Our government is working on a change under which you’ll pay 36% of your “return,” with an exemption for the first 1,800 euros.
This is scheduled to take effect on January 1, 2028.
The legislative process is currently in the Senate.

••

NichtRelevant@NichtRelevant

1Sem.

@strategy_sherpa_2476 Ok. I see. So no free lunch in the Netherlands either - unfortunately. I was about to learn dutch and pack my suitcases. 😏

•