Non trovato

Igor🇺🇦 · 2024-01-24T20:09:17.117663Z

Damit habe ich nicht gerechnet, das Fundament meiner Strategie ist weg. Nach knapp 6 Jahren am Markt und einem Volumen von über 600millionen geht der $10AH baden. Fusion mit $MWOE ... Hatte jemand schonmal Erfahrung mit sowas gemacht. Wie geht man am besten damit um? Alles verkaufen und einen neuen etf suchen? Was ist mit dem Thema Steuer? Eigentlichen woltte ich den ja nie verkaufen. 🙂 Bin in grade etwas ratlos.

Igor🇺🇦

@I_Trading

11Mes·

I didn't expect this, the foundation of my strategy is gone. After almost 6 years on the market and a volume of over 600 million, the $10AH goes down the drain. Merger with $MWOE (+0,45%) ...

Has anyone ever had experience with something like this? What is the best way to deal with it? Sell everything and look for a new etf? What about the tax issue?

I actually never wanted to sell it 🙂

I'm at a bit of a loss right now.

12 Commenti

SG@RundesBalli1

11Mes

Hasn't your broker written you a message about this yet? There are at least 2 solutions.
The shifts around or selling at low cost

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ToDaMoon@randomdude

11Mes

What is the problem? Does anything change for you apart from the ISIN?

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Igor🇺🇦@I_Trading

11Mes

@randomdude well the new etf sucks in my opinion. I don't know how much dividends are paid, I also had to pay for the rebalancing.

I don't think that should happen at the expense of investors

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ToDaMoon@randomdude

11Mes

@I_Trading Switching costs are of course a no-go. But you have had an MSCI World ETF so far and will have one in the future (if I have understood correctly). What do dividends have to do with it?

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Christoph@ChrisBizz

11Mes

I don't see a problem here, it happens from time to time. As long as the investment case still exists and the conditions (e.g. TER, savings plan eligibility) don't deteriorate badly, I wouldn't do anything.

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Igor🇺🇦@I_Trading

11Mes

@ChrisBizz I had actually read that this does not happen with large etfs (longer than 3 years on the market and over 500 million).

Now 60% of my capital is in an etf that has hardly any size and has been on the market for 6 months....

I'm going to let it run its course, but I would still have liked to have saved the 800 euros in taxes for the reallocation.

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Christoph@ChrisBizz

11Mes

@I_Trading Ok, I understand your annoyance. I also pay attention to the size and age of the ETF when choosing. And then something like this. You can only keep that in mind as a cautionary tale.

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Helmut O.@helmut_ott

11Mes

@I_Trading You got off cheap, I paid twice as much in taxes ....

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Igor🇺🇦@I_Trading

11Mes

The MSCI world etf was or the new one is also "distributing". Once a year, a quite nice sum (with over 12 k invested) came together.
Divende was perhaps the wrong word for an etf.
However, the new etf is also distributing. I'm curious to see how much.

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Igor🇺🇦@I_Trading

11Mes

@Kundenservice; How can I enter the regrouping here? The PDF import does not recognize the system.
I had previously always entered all buyers using the PDF import.

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Helmut O.@helmut_ott

11Mes

@I_Trading I have created Sell old or Buy new manually

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Kundenservice von getquin@Kundenservice

11Mes

@I_Trading Sale at purchase price to realize 0% return and then registration of the new shares as "purchase" with the information from the broker/issuer regarding the exchange ratio.

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