2Anno
I would try to gradually shift it into an ACWI/FTSE AW or MSCI World ETF, but I don't know exactly how I would do that. However, I would probably build a table in Excel and then, taking into account the additional costs in the fund and the capital gains tax, calculate the whole thing according to the most favorable method.
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@Johannes_J Thanks, yes that sounds like a plan. I'll take a look at it. I won't use up the entire exemption order next year either (it will be increased to €1000. I think I'll just sell piece by piece. But I'll have a look at it on Excel first 👍🏻
Edit:
@Johannes_J I've just found a calculator and added the information to the text accordingly. Even if the MegaTrends currently largely corresponds to the MSCI World, it seems to have performed much better in the past. Maybe I should let it run after all :D
Edit2: Oh man. That was the future forecast... It's done. Probably better to look at the history after all.
Edit:
@Johannes_J I've just found a calculator and added the information to the text accordingly. Even if the MegaTrends currently largely corresponds to the MSCI World, it seems to have performed much better in the past. Maybe I should let it run after all :D
Edit2: Oh man. That was the future forecast... It's done. Probably better to look at the history after all.
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@Johannes_J Due to the ongoing costs of your Deka product, I would switch to the MSCI World with total costs (TER) of ~ 0.2% or Amundi Prime Global with TER of 0.05%. I would try to avoid products with other fees.
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•2Anno
@DocInvest I would do the same, but I don't know how much profit would be taxable on the sale, so I would do a quick calculation to see how I could do it most cheaply
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