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Hi
TGT has been in a bearish phase for some time. In the long term, I nevertheless continue to believe in the potential of this company. Indeed, the drop in price makes the stock more attractive. At the moment, there are not many interesting stocks left given the market valuation. I would perhaps wait a little longer before buying. Concerning the sustainability of the dividend, I remain confident.
Yes, but with a view to becoming a rentier, the dividend must be received. Well, you will tell me that you can buy back by deducting what you must receive. Ok. Basically, it holds up. I just tell myself that it is a bit heavy to manage for large portfolios with quarterly dividends.
High dividends? Really? Or rather average and increasing dividends?
There are some great people, even if I don't know the whole team.
At the moment it's difficult to find good opportunities... lately I've been moving more towards "vice"... tobacco/alcohol... less sensitive to the vagaries of the market.
Par expérience, je trouve que c’est mieux de vendre/acheter progressivement en fonction des hauts/bas du marché. Même si de facto les actions sont surévaluées, ça fait un moment que c’est déjà comme ça et ça peut durer encore un moment. Il faut un déclencheur pour renverser la vapeur et pour l’instant je ne vois pas ce que ça peut être. Mais celui-ci peut apparaître très rapidement.
Rappelons nous Buffet qui déjà très tôt à la fin des années 90 disait que le marché était complétement irrationnel. Il avait raison, mais avec quelques années d’avance…
Donc se délester des titres qui ont épuisé leur potentiel de croissance, c’est bien, par contre il y a des titres qui sont peu sensibles aux aléas du marché, pas encore trop chers et qui ont encore de bonnes perspectives. Ceux-ci je les conserve. On pourra toujours les vendre dans quelques mois si nécessaire.Pour les tableaux j’ai ajouté l’option d’importer des images si tu veux.
cf. exemple de Jean-Louis ici : https://www.dividendes.ch/forum-2/topic/portefeuille-de-jean-louis-2/#post-21415
Yes, yes, it is submitted. Don't worry about the Americans, they haven't forgotten us either.
This approach is interesting. But as mentioned it requires a lot of work. In your case we are talking about one dividend per year so it's fine.
I have an existential question, though: why buy dividend-paying stocks if you don't want to get them?
Because in the end, that's the question. If you want to avoid the tax problem at all costs, and that's your primary concern, why not buy growth stocks that don't pay distributions, or even why not trade?
Personally, I appreciate receiving these hard coins, even if a small part ends up in the hands of the taxman.Funny. This is the opposite strategy to dividend hunting, which is nonsense from a tax point of view. Especially since it is impossible to make a profit like this since the dividend is already included in the price.
Your idea is interesting, especially in Switzerland where only income gains are taxed. It clashes a little with the long-term investment values that we follow here, but on the other hand you buy back just behind so somewhere you stay on the position.
If you are with a broker like Interactive Brokers with ridiculous fees it may be worth it. On the other hand it is of course counterproductive if you are with intermediaries like Postfinance.
And then you shouldn't have too big a portfolio because following the ex dates of several dozen positions that pay dividends every 3 months can quickly become complicated! Not to mention that there may be many supporting documents and explanations to give to the tax authorities.
Anyway, I'm still curious if you could share your experiences on the subject if you decide to venture into it😉It's the big clean-up it seems to me 😉
I also started selling some titles
At the risk of repeating myself, the price of many stocks is overvalued at the moment.Hello
This is a question that has been debated a few times on this forum already.
It is wrong to say that there is no exchange rate risk on the Swiss market. The stock quoted in CHF varies according to the price of the foreign asset AND the currency of the asset.
Personally I always prefer to buy the original.Salut David
désolé pour la réponse tardive, je traverse une mauvaise période d’un point de vue professionnel, une de celles qui me font une piqûre de rappel, histoire que je me souvienne bien pourquoi je suis sur la voie de l’indépendance financière.
Bref, bienvenue ici. J’ai aussi commencé comme toi il y a 17 ans en arrière, à acheter des IPOs et des technos. Aujourd’hui j’en rigole, mais à l’époque ça n’était pas si drôle 🙂
Mais c’est grâce à ces échecs que je me suis tourné vers les dividendes croissants.Bonne bourse à toi
Hello and welcome
You are right to be concerned about this. I have been saying for a long time that a correction is coming, but it is taking a long time.
There are not many good buying opportunities left at the moment, unlike what we experienced after the subprime crisis.
Indeed, it is better not to invest 100% of your cash.
Personally, when I see a good opportunity, I buy it, but it's rare at the moment. The rest of my cash, I keep it for later. Lately I even tend to sell certain stocks more than to buy them, which is rare when you invest in growing dividends, so more of a buy&hold approach.
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