2Mês·

Tax trick - does reallocation make sense?

Min-Vol ETF $MVOL (-0,21%) bought at ATH, now ~ -200 €.

Thinking about selling + shifting into MSCI ACWI $ISAC (-1,43%) after.

Advantage:

Loss makes my dividends tax-free this year (FSA already full).

Question for you:

Are there any disadvantagesif I do this - or would you take the tax effect with you?

6 Comentários

2Mês

The real question is: do you believe that the $ISAC will outperform the $MVOL in the future? The tax consideration is then secondary, isn't it?

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