4Mes
Food is on the stove, I'll read it tomorrow morning and tell you something about it 👍🏻
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•@SAUgut77 Meal :)
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4Mes
@Isus01010 still takes about 5 minutes...but thanks 😉
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@SAUgut77 what was there?
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4Mes
@Isus01010 Hi there...I had a look at the portfolio this morning and thought about it a bit.
First of all, from my point of view, you would have to derecognize the $VAR1 shares, which have been removed from the stock exchange and do not add to the allowance, nor are they counted at their indicated value. This reduces the total of the portfolio by the indicated position amount.
I would then definitely add stocks such as $FNTN, $SAP, $LISP, $BRK.B, $MSFT to your existing portfolio. Some of them are running at high profits and together generate a super dividend.
I would consistently liquidate everything that goes down from SIXT $SIX2. It also fills the loss pot a little in terms of offsetting forced payouts and doesn't fit in with your previous strategy.
To cash out, assuming the figures are correct, I would suggest $APPL among others, as the profit here has been very low so far, which means that in reverse the least taxes are incurred on the sale, and you have already weighted Apple highly in your existing ETFs in your own portfolio.
That leaves $ABBN and your long on Societe Generale.
Here I would again see $ABBN as the first position to be liquidated and possibly take Societe Generale as a partial payout.
This should ensure that the payouts are mathematically well guaranteed and that everything fits together well from a tax perspective and that good individual stocks and dividends remain in your own portfolio.
As I said, this is just my view of this portfolio, but I think it is compatible with your existing portfolio in the long term, provided the current figures are right.
In any case, I wish you the best in this unfortunately sad situation 🤝
@Hotte1909 @christian @RealMichaelScott @InvestmentPapa @lawinvest @finanzperpetuum
First of all, from my point of view, you would have to derecognize the $VAR1 shares, which have been removed from the stock exchange and do not add to the allowance, nor are they counted at their indicated value. This reduces the total of the portfolio by the indicated position amount.
I would then definitely add stocks such as $FNTN, $SAP, $LISP, $BRK.B, $MSFT to your existing portfolio. Some of them are running at high profits and together generate a super dividend.
I would consistently liquidate everything that goes down from SIXT $SIX2. It also fills the loss pot a little in terms of offsetting forced payouts and doesn't fit in with your previous strategy.
To cash out, assuming the figures are correct, I would suggest $APPL among others, as the profit here has been very low so far, which means that in reverse the least taxes are incurred on the sale, and you have already weighted Apple highly in your existing ETFs in your own portfolio.
That leaves $ABBN and your long on Societe Generale.
Here I would again see $ABBN as the first position to be liquidated and possibly take Societe Generale as a partial payout.
This should ensure that the payouts are mathematically well guaranteed and that everything fits together well from a tax perspective and that good individual stocks and dividends remain in your own portfolio.
As I said, this is just my view of this portfolio, but I think it is compatible with your existing portfolio in the long term, provided the current figures are right.
In any case, I wish you the best in this unfortunately sad situation 🤝
@Hotte1909 @christian @RealMichaelScott @InvestmentPapa @lawinvest @finanzperpetuum
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22
•4Mes
@DonkeyInvestor Don't worry, I've never thought much of donkey meat 😉😂
I had a simple ratatouille 👍🏻😘
I had a simple ratatouille 👍🏻😘
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@SAUgut77 I've never thought much of that 👍
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4Mes
@DonkeyInvestor Of course, you wouldn't sell your own arxxx either 😂
Or did you mean my delicious ratatouille 😇
Or did you mean my delicious ratatouille 😇
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@SAUgut77 the rats TUI
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4Mes
@DonkeyInvestor But you're also a culture vulture 😂
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@SAUgut77 yes, unfortunately I have to agree with that. 👍
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