4Mes·

My last ride is leaving the depot - the end is over


Why? -with @DividendenWaschbaer I had already discussed


Main reason

  • my position was 10% below equity when I sold (dividends mitigated the loss)
  • my assumption that the interest rate cuts would have a positive effect did not materialize
  • now my thought is that the interest rate cuts will come much slower than I thought a while ago and therefore positions like Vici will take a long time to increase the price level significantly


Furthermore

  • I already have a property to rent out, so I already have an investment in the real estate sector (also with leverage)


One more point


Reclassification


by reclassifying every year, my tax-free amount is touched again in the new year * edit incorrect

-> The original profit in the amount of EUR *** is entered as a loss in the general loss offsetting pot. Reversal due to reclassification of US income. Re-settlement follows and is offset against this loss pool (thanks Wasschbär)


the topic in detail:

CCF contributions

https://getqu.in/LjsdiK/

🏅Riding cancelations


Now of course you can say - you know all that beforehand, right! that's why I'm writing this so that others know beforehand :-)


I used the capital from the sale for $ORI (+0,03%) (position now at desired size) and $HSBA (-0,71%)

@Simpson sorry :-)


but also think of advance lump sum for Reits ;-)

10.07
VICI logo
Venduto x249 a 25,57 €
6.367,55 €
10,49%
15
19 Commenti

immagine del profilo
Yes, but I'm happy to discuss it again.
The USA hasn't even cut interest rates yet. So an interest rate cut cannot have any effect.
The tax-free amount will be charged in the new year, but a refund of the same amount from the previous year will be taken at the same time. Ideally, you even save on taxes 😅

It's good that you're putting the brakes on what you think is the right thing to do. But I still can't quite understand the reasoning 😅
9
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immagine del profilo
Too bad 😭 but it's your money you're responsible for 😊👍 I'm allergic to it myself when someone tells me what to do with my money 😂thanks for the explanation😊👍, meanwhile it's all become too exhausting for me to share my reasons for buying/selling on social media 😂

I'm staying invested, the business is running smoothly so far😊👍 let's see what the figures look like at the end of July 🤔
2
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immagine del profilo
Too bad, but one is leaving and the other is building up. My first target size is 100 pieces (40/100 are already done and another 20 will probably follow in the next few days) 🙂🙃🙂

Believe in the effect when the FED lowers the key interest rate, after all, you could already see this several times at $O, even if it was just pure speculation on interest rate cuts. On the other hand, it was also possible to see time and again what happens when the speculation fizzles out 🤷‍♂️😉

Irrespective of this, $VICI is in my opinion quite well positioned and moreover... people always sin in both good and bad times 🫠
1
immagine del profilo
I collected it 💪🤟🤙
1
You should have waited a few more hours 😬😭
1
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immagine del profilo
I think it depends on the purpose of adding REITs to your portfolio. I hold them to supplement my pension. If I buy a property as part of my retirement pension, I'm interested first and foremost in the return and only secondarily in the daily property value. Of course, it's nice if the property also increases in value over the years, but I bought it primarily for the monthly income. And REITs offer a good alternative to real estate, as the return is comparatively good and I don't have to worry about maintaining the apartment, finding suitable tenants, the high ancillary costs when buying, etc.
immagine del profilo
Assuming you don't own a property right now, would an ETF like this one $HPRO be an option for you?
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immagine del profilo
That's why you should never listen to people on the internet, good sales pitch 😅
immagine del profilo
I'm right there with you.
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