Whenever is needed for keeping it balanced, taking profits (as I did with 3M, Rivian, SPY etc) and buying what I consider interesting.
No crypto in IBKR. You could start a shitcoin trading strategy thread.
Dividends may have WHT and may need subject to income tax.
Which is why i pointed out to you a year ago, you would be poorer tomorrow than the day you invested because you are backing the slower horse in debasement cycles.
Optics are all what young girls care about. Especially that with good optics themselves. I am sure Cavaliere could throw a Bunga Bunga soon. It just he wrote care more about broke girls than hungry cats. stupi#21
I'm fine with +19.78%, I'm too stupid to make 27446437% every year like you 🙄
Of course, because real money must be taxed, whereas the illusion must be kept alive.
I like that attitude like a real NWA. But what speaks against selling the gained amount to invest elsewhere with @wellington's wellingcoin?
I sell only to keep the portfolio balanced or if the initial investment rationale is no longer present.
I agree, but the 30% in US WHT for dividends makes that 10% get down to 7% net pre-tax. That's why I personally like to find odd bonds of good/superior quality that pay more or less the same (or in some cases, much more -eg, those trading at a sensible discount-), and hold them. The only real disadvantage is that coupons can't be reinvested unless they are bigger than the minimum increment size, thus missing on the compounding effect multiple (not entirely, but a portion of it). Have run some math onto it before arriving at such trivial conclusion, obviously, but there you go. From 3-month to 4-year timeframes.
Agree, but I pay 15% WHT.
