1Mo
When do you consider an ETF to be full?
LG Tom
LG Tom
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1Mo
@Tom98 I would also be interested in @DonkeyInvestor 🙋🏼
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@Tom98
I think up to 500k deposit per ETF you avoid exit tax (currently!)
I am also distributing. I have roughly set 150k as the first limit and am currently saving world ETF no. 3 😅
I think up to 500k deposit per ETF you avoid exit tax (currently!)
I am also distributing. I have roughly set 150k as the first limit and am currently saving world ETF no. 3 😅
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@nitroxx @Tom98 @MinxQQQ "Full" is initially an arbitrary number. In my case, when one (All World) or two (World + EM) ETFs have reached the identical volume of the other All World or World+EM ETFs in my portfolio.
The arbitrarily determined number should be large enough not to degenerate into effort (i.e. not saving a new ETF because of a few 10k). But it should also be small enough to have a noticeable effect. How small "small enough" is, of course, also depends on the (planned) total volume of the portfolio.
The arbitrarily determined number should be large enough not to degenerate into effort (i.e. not saving a new ETF because of a few 10k). But it should also be small enough to have a noticeable effect. How small "small enough" is, of course, also depends on the (planned) total volume of the portfolio.
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•1Mo
Many thanks for the explanation! And good luck for the future 🍀
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•@DonkeyInvestor an etf is "full" when it feeds itself completely with distributions ( thaur. ) - with a constant monthly payment... With an average growth rate of 6-7% after 10-12 years...
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@Roots That's your definition. And perfectly okay
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@DonkeyInvestor not mine... commercially interpreted as to when one would no longer have to pay into an etf...
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