12-07-2021, 03:07 AM
Today it's 1 year plus 4 months of watching the portfolio and collecting dividends.
If I recall correctly, there was one action since: selling VTRS in Nov'20, spin-off of Pfizer. Counting 42 companies plus 3 spin-offs.
The series of all-time highs is boosted by weakening EUR/US rates.
One reason of that inactivity is, after closing our family business in 2019, we still wait for the 2019 tax settling. Some of the cash in the portfolio is a backup for unexpected taxes. For 2020 and 2021 it looks like the tax on dividends (withheld by the US broker) accounts for a major part of our taxes. Net dividends from 2020 and 2021 may be reinvested.
If I recall correctly, there was one action since: selling VTRS in Nov'20, spin-off of Pfizer. Counting 42 companies plus 3 spin-offs.
The series of all-time highs is boosted by weakening EUR/US rates.
One reason of that inactivity is, after closing our family business in 2019, we still wait for the 2019 tax settling. Some of the cash in the portfolio is a backup for unexpected taxes. For 2020 and 2021 it looks like the tax on dividends (withheld by the US broker) accounts for a major part of our taxes. Net dividends from 2020 and 2021 may be reinvested.