Is it true that the $EWG2 (+0,71%) tax-free after a holding period of 1 year? I would then switch from my $IGLN (+0,48%) switch. It says on the Internet that brokers generally do not charge tax on sales after 1 year. What is the rule? XD
iShares Physical Gold ETC
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45🚀 JPMorgan analysts said - “GOLD and BITCOIN gaining structural importance in investor portfolios”
🚨"The gold price appreciation over the past year has gone well beyond the moves implied by dollar and real bond yield shifts, and likely reflects the re-emergence of this 'debasement trade,'" JPMorgan analysts led by Nikolaos Panigirtzoglou wrote in a report on Friday. Meanwhile, a record capital inflow into crypto markets in 2024 suggests that bitcoin is also becoming "a more important component" of investors' portfolios, they added.
👉 The debasement trade refers to a strategy where investors turn to assets like gold and bitcoin to hedge against the devaluation of fiat currencies, often driven by factors such as inflation, rising government debt and geopolitical instability.
🚨Overall, with both gold and bitcoin gaining structural importance, the debasement trade is here to stay, according to the analysts. Last October, the analysts expressed bullishness on crypto heading into 2025, citing factors such as the debasement trade and growing institutional adoption, among others.
Source: The Block
$BTC (-3,08%)
$IGLN (+0,48%)
$EWG2 (+0,71%)
$PHGP (+0,49%)
$4GLD (+0,49%)
The start
I'm 20, a dual student in the public sector and started investing at the beginning of December with 45k - perhaps a bit of bad timing, but the money is finally in the market. The largest positions are currently in the MSCI World ($IWDA (-0,03%) ), an AI & Big Data ETF ($XAIX (+0,03%) ) and my bling-bling gold position ($IGLN (+0,48%) ), because a little sparkle in the portfolio never hurts. Every month, €175 goes into the MSCI World and €75 into XAIX - a solid savings plan.
In addition, I have built up a ~€1,200 position in the Nasdaq100 ETF ($CSNDX (-0,03%) ) to capture the tech sector.
The savings plans from the screenshot are still running: Bitcoin $BTC (-3,08%) (€ 15 per week), MicroStrategy $MSTR (-2,06%) (€5 per week), Nasdaq 100 (€70 per month), D-Wave Quantum $QBTS (+0,4%) (€ 10 per month), MSCI China (€ 5 per month) and Video Gaming & Esports (€ 5 per month). Incidentally, the small €5-10 savings plans are my kind of gambling - a little gambling is a must.
On top of that, my mom runs another Nasdaq 100 savings plan with €80 per month. This means that a total of €500 flows into my savings plans every month.
Edit: I want to increase my $BTC (-3,08%) position significantly in the medium to long term, apart from the savings plan. I want my crypto share to be at least as large as my gold share.
Oh yes, and because it can't be wild enough: I still hold a Palantir long bill and - now it's getting exotic - a bill on orange juice concentrate ($DE000SB3T5A9 ). Well.
The portfolio is in place, the savings plans are running - now it's time to wait and see where the journey takes us. Gold is shining, tech is growing, orange juice... let's see whether the market will be freshly squeezed or sour.
I wish you all another bullish 2025!
Trading with AI
Hello everyone,
I'm still quite new to the trading game. I've read up on the basics and work a lot on gut instinct. But I also often use ChatGPT to check my tendencies - now ChatGPT has recommended a gold ETC in addition to the ETF savings plan in the $IWDA (-0,03%) also recommended a gold ETC $IGLN (+0,48%) . What do you think?
Swarm knowledge is always a welcome source of knowledge for me ♥️
Is this ETF recommendable?
Good evening,
I have just come across the ETF $IEFM (+0,81%) (actually $CEMR, but unfortunately it is not shown here) (Edge Europe Momentum EUR (Acc)) and it seems very interesting to me as it covers the European market. Over the long term, the ETF has had nice growth and the individual companies such as $SAP (-0,49%) , $ASML (+0,71%) , $NOV (+0,62%) but also $RACE (-0,04%) I like very much. In $SAP (-0,49%) I am also already invested. However, I am currently also investing in other ETFs such as the $VWCE (-0,06%) the $IGLN (+0,48%) , the $DFEN (-0,35%) , the $VHYL (+0,03%) (actually $VGWD but it is not shown here either) and the $QDV5 (-0,72%) . Would it be worthwhile to include the $IEFM (+0,81%) in my savings plan and thus increase the European share in my portfolio? What do you think of the ETF?
🚨 🚨 According to Goldman, China Secretly Buying Up Massive Amounts Of GOLD, 10x More Than Officially ‼️
• According to the Goldman Sachs nowcast of central bank and other institutional gold buying on the London OTC market, October saw centralbanks buy a whopping 64 tonnes in October (vs. pre-2022 average of 17 tonnes), with China once again the largest buyer adding 55 tonnes, which is striking since the official number reported by the PBOC was one-tenth that, or just 5 tonnes. In other words, China is secretly buying up ~10x more gold than it admits.
• Commenting on the surge in purchases, the Goldman analyst writes that "surveys and history suggest that EM central banks buy gold as a hedge against financial and geopolitical shocks" and adds that "central bank purchases will remain elevated because fears about geopolitical shocks have structurally risen since the freezing of Russian reserves in 2022, and because relatively low gold shares in EM central banks reserves vs. DMs leaves room for growth." In fact, 81% of the central banks surveyed by the World Gold Council expect global central bank gold holdings to rise over the next 12 months, with none anticipating a decline.
🚨 As shown on the chart below, what is far more striking is the staggering (and growing) divergence between the modest amounts of gold purchases reported by the PBOC and the far greater amount China has actually purchased on the London OTC market, in a clear attempt to mask its staggering demand for the precious metal, and be extension, its diversification away from the dollar...
Source; www.zerohedge.com
GOLD and BITCOIN
Ray Dalio, founder of Bridgewater Associates, the world’s largest hedge fund, predicts a global debt crisis driven by unsustainable economic policies.
His advice? Move away from debt-based assets and invest in hard assets like gold and Bitcoin.
Once a Bitcoin skeptic, Dalio now acknowledges its value as a "gold-like asset" and a hedge against financial instability (while still emphasizing gold’s proven track record).
$BTC (-3,08%)
$MSTR (-2,06%)
$965515 (+0,44%)
$IGLN (+0,48%)
$4GLD (+0,49%)
My ETF portfolio
Only completed this month, so the gains and losses are perhaps a little strange.
The Information Tech ETF serves to invest as focused as possible in all the compounders, I would generally prefer the equal weight variant, but unfortunately it is not yet available in Europe as far as I know. The VanEck ETF is intended to protect the portfolio somewhat from geopolitical risks, and the companies are also quite interesting and all have the state as a major customer, either directly or indirectly, which I think is a very good addition. Weighting is around 55% at the beginning and will be rebalanced as soon as the equities exceed the 80-85% threshold. In this way, I hope to take as much upside as possible and leave the equity area largely unhindered.
The 22% weighting is based on the post from dear @Epi regarding gold.
Like gold, the combination of bonds is intended to take out some volatility and provide an alternative cash position. However, I am considering possibly exchanging the 1-3 year bonds for BTC.
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