7Mês·

Depot update 🚧 - Streamline & redirect to the core

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

Sales

- $DHR (-2,4%) (-22 % compared to EP → loss pot)

- $MOWI (-1,53%)

- $DGE (-1,21%) (-28 % compared to EP → loss pot)

- $MCD (+1,05%) (residual position)

Purchases

- $VWRL (-0,13%) 10 pcs (Core)

- $FAST (-1,01%) 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

4 Comentários

Leo@MCKrummel-Divi-Holding

7Mês

Remember that many brokers now offset the loss pots directly or per quarter and you receive a credit.

•

monto_korto@monto_korto

7Mês

@MCKrummel-Divi-Holding
Thanks for the tip, I didn't have that on my screen.

•

yieldhunter@randomdude

7Mês

@MCKrummel-Divi-Holding How exactly does this work and which brokers are affected?

••

Leo@MCKrummel-Divi-Holding

7Mês

@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.

••