5G·

ASML & Equinor

Hi folks,

today, after much deliberation $ASML (-2,3%) (10 pcs.) and $EQNR (-0,18%) (200 pcs.) today.

I am convinced (and hope) that ASML will soon be back at €800.

With Equinor, I intend to invest the dividend payout in the same shares and achieve an accumulation effect. Whether and for how long I go through with it, I see as a self-test:)

Please let me know your opinions on my new purchases!

35Posizioni

104.891,88 €

1,87%

20 Commenti

Dividendenopi👴@Dividendenopi

$EQNR is a solid dividend payer, you can't expect much from the share price, it always fluctuates around a range. I am also fully invested and let it run. Don't be disappointed if you receive less than half of the dividend. In addition to the German taxes, 25% Norwegian withholding tax will be deducted

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S.A.U.@SAUgut77

@Dividendenopi but fortunately these can be offset and in the tax-free amount including the Norwegian refund even 100%.

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Dividendenopi👴@Dividendenopi

@SAUgut77 please explain this to me in more detail, I can't quite follow you right now 🤷‍♀️

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S.A.U.@SAUgut77

@Dividendenopi Within the tax-free allowance, you will receive a full 15% refund via the "AUS" annex + 10% from Norway = 100% refund.

Outside the FSA, you will receive 10% from Norway and can probably offset the remaining 15% against the German capital gains tax via the KAP annex.

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Dividendenopi👴@Dividendenopi

The 10% from Norway is clear from the application and the rest via Anlage KAP. I wrote an article about this. There were also indications that an advance exemption is also possible with selected brokers. Which exemption amount do you mean and why Anlage AUS? I am not familiar with this

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S.A.U.@SAUgut77

@Dividendenopi know your post and have asked a question regarding the handling within the FSA in your comments, this was then also answered by @DerSteuerberater...

...and within the FSA, line 41 in the KAP annex is not really of much use to you, because nothing is taken into account/refunded.

Had the case for 2024 with a Finnish share, among others.

Was with approx. 650€ dividends for the year within my FSA (1000€), but according to the calculation, only with Anlage KAP, no consideration/refund.

However, when I then also completed the AUS annex (foreign income) with proof of settlement of the withholding tax and the reference to the KAP annex, the amount was then taken into account without hesitation or fully refunded via the tax refund.

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Yasin21@Yasin21

So is it difficult to get the money back or what should I do when the time comes?

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Dividendenopi👴@Dividendenopi

@SAUgut77 now, ok, I hadn't remembered that 😇. I'll have to summarize the situation again in the second part. I already eliminate the tax-free amount at the beginning of January with my bond coupons, also because of the US dividends, before any foreign withholding tax is due. Thanks for bringing this up again. 👍

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Dividendenopi👴@Dividendenopi

@Yasin21 of course depends a little on the total dividend amount and as @SAUgut77 has pointed out again in connection with the tax-free amount

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S.A.U.@SAUgut77

@Yasin21 No, it's not difficult...

For all dividends within your FSA (1000€ single/2000€ married), you must complete the "AUS" annex in addition to the "KAP" annex. There you then enter each individual foreign dividend (e.g. as here Norway) and upload the respective statement as a PDF and you will receive your 15% refund.

You can then have the remaining 10% reimbursed relatively easily from Norway and the 25% deduction will be fully reimbursed 😉

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S.A.U.@SAUgut77

Since when do you pay €1 fees for such sums 🤷🏻‍♂️

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Yasin21@Yasin21

@SAUgut77 always this rip-off...

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Daniel@danielsofficial

@SAUgut77 at Trade Republic you pay €1 for every normal purchase or sale, regardless of the amount

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ThemenmitKopf@topicswithhead

@danielsofficial You actually pay significantly more than €1 euros, but you forget the spread relatively quickly. Depending on when you buy and the amount involved, the spread can be quite high.

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S.A.U.@SAUgut77

@danielsofficial I'm glad that I don't have to pay €.

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BeachPlease@BeachPlease

But you got in early with ASML, unfortunately I don't see an end to the downward trend in the 1W chart yet. It's a pity, but they are being kept down politically.

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Mäx@M_P_V

I am not as convinced about $EQNR as I am about $ASML. And every day, even today after reading your post, I sit in front of the chart and ask myself whether the bottom has already been reached. I'm going to buy because I also believe that it will go up again, the product fits and so does the management. I thought the management's message at the last results presentation was great, a - for me - credible statement on the company's position in the market, no exaggerated prospects.

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Yasin21@Yasin21

@M_P_V and why are you not convinced by equinor?

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Mäx@M_P_V

@Yasin21 I don't quite buy the shift from oil & gas to renewables yet. It is certainly difficult for such a company, which benefits fully from the country's rich oil & gas reserves, to make the move and it is a long-term process. When it comes to energy, I am convinced that - even if the US sees things differently at the moment and is generating pressure to the contrary - the country must and will move towards renewables. At the moment, I'd rather bet on $RWE, for example. Yes, also difficult, but for me somehow more consistently oriented in one direction. It's also a bit of a question of faith ;-)

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