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immagine del profilo
monto_korto
@monto_korto
6Mes·

Depot update 🚧 - Streamline & redirect to the core

Today I have eliminated four mini-positions and invested the proceeds in the global core.


Sales

- $DHR (-0,01%) (-22 % compared to EP → loss pot)

- $MOWI (+2,22%)

- $DGE (+0,14%) (-28 % compared to EP → loss pot)

- $MCD (-0,06%) (residual position)


Purchases

- $VWRL (+1,17%) 10 pcs (Core)

- $FAST (-2,1%) 5 pcs (small satellite - thesis: fast charging networks growth, high volatility accepted)


Why this?


  • Sizes <1% disrupt rebalancing, bring little diversification benefit.
  • Loss realization today lowers future tax burden on equity gains.
  • More in the core increases predictability
2
4 Commenti
immagine del profilo
Leo@MCKrummel-Divi-Holding
6Mes
Remember that many brokers now offset the loss pots directly or per quarter and you receive a credit.
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immagine del profilo
monto_korto@monto_korto
6Mes
@MCKrummel-Divi-Holding
Thanks for the tip, I didn't have that on my screen.
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immagine del profilo
yieldhunter@randomdude
6Mes
@MCKrummel-Divi-Holding How exactly does this work and which brokers are affected?
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immagine del profilo
Leo@MCKrummel-Divi-Holding
6Mes
@randomdude you get a tax equalization, so to speak, because you have made a loss. Brokers like Consorsbank seem to do it per quarter, TR felt as soon as you have sold something at a loss. Google retrospective loss offsetting.
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