Blog | Long term thought. Long-term, smart, invest. 2 | Long term thought. Long-term, smart, invest.

Better than the MSCI World and an Excel sheet for your wikifolio

Nov 4,2019 Comments Off

Hello together,

since I have been active on wikifolio.com for quite a while, I have of course already written several articles on the subject. If you are interested in them, you can find them here:

Part 1 you can read here – What is a wikifolio

Part 2 is available here – Review after 6 months

Part 3 – Investment for everyone. Conclusion after one year

Here you can find information about the strategy of each wikifolios.

In this article I will give you a short update on the status of my wikifolios and on further orientation. In addition, I have created a simple Excel sheet with which you can calculate certain scenarios for placement in the top wikifolio leaderboard.

Year highs ! 5000 shares with Levermann evaluation.

Nov 3,2019 1 Comment

Hello together,

last week, not only the DAX, but also my best performing wikifolio so far were able to climb a new year high.

Even my private depot wasn't as high this year as it was at the end of this week. What is it like in your depot?

Continue with the Levermann values for the first time.

Bonds New Issues Worth a Look – October 2019

Oct 13,2019 Comments Off

Hello together,

in this loose series, I would like to take a look with you at current bonds new issues for various bond types. The previous episode can be found here.

If you are looking for basic information about bonds, you should read about part 1 of my bond information. If you are more interested in bond ETFs and the advantages and disadvantages of bonds and equities, this contribution is of relevance to you.

As always, these are not recommendations for the installation. Investments in bonds can end in total loss.
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Four digits ! Website revenue and a new ETF in the charity depot

Oct 5,2019 Comments Off

Hello together,

The profits of this website flow through the so-called charity depot. You can find all the information here.

After I was able to make my first donation last time, the balance is sufficient this time to include a new ETF again.

In addition, I list again the income and expenses, which might also be of interest to one or the other blog operator who wants to know what you can earn with such a blog.

After that, we come to the performance of the sustainable depot.

Hundreds of Billions Given Away – The Truth About the Financial Transaction Tax

Sep 10,2019 Comments Off derivatives, derivatives taxation, eurex, finance minister, finance transaction tax, finance transaction tax etf, investment, olaf scholz, shares tax, shares taxed, solid shares, solidarity surcharge, state bestowal, stock penalty tax, stock shares tax, stock tax, taxes, transaction tax 2021

— Dear English speaking visitor, English is not my native language and as a poor finance blogger I can’t afford translating it professionally, so please if the translation is crap just leave me a comment on how to make it better. For now this is just an experiment so you won’t find a lot of english posts here and also the images will remain in german.

Machine translation is available here.

Now enjoy your stay. Thank you —

Hello together,

As you probably already know, Finance Minister Scholz is planning a share tax under the striking title: “Financial Transaction Tax”.

That this only meets the small stock saver and not the speculator is often swept under the table, but I already described it here in the blog a few months ago. This reduced tax is now expected to bring in between EUR 1.2 and 3.9 billion per year instead of the originally planned eur 34 billion.

How does this difference of a factor of 10 actually come about? I wondered how much the revenue of a “real” financial transaction tax could be if it were not only passed on to private equity savers, but also other securities and speculators.

The results speak for themselves.
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