Roughly £120k in my portfolio are in tech/TSLA stocks, can I get an advice on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.
You need to hire a financial advisor to help you diversify your portfolio by including Mutual Funds, Etf's, the 11 GICS groups, inflation-indexed bonds, and stocks of companies with reliable cash flows rather than growth stocks, where prices were based on future prospective earnings.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
I've experimented with a few over the past years, but I've stuck with ‘’Kathie Daisy Bosco” for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for this tip. it was easy to find your coach. and I conducted thorough research on her credentials before scheduling a call with her. Based on her résumé, she appears to possess a high level of proficiency, and I am grateful for the opportunity to speak with her.
Such beautiful content. It's beginner friendly. Though I, myself am not a beginner, I loved the simplicity in your explanations. You definitely gained a fan in me ... #Subscribed
You will need to determine whether the funds are held locally or offshore. In either case, the broker will handle the dividends tax. However, your main concern should be the estate implications, especially if the funds are held offshore. In that scenario, your estate will need to manage international probate procedures, which can be complex and time-consuming. It's essential to consider the legal and tax implications of holding offshore investments in order to plan effectively for your estate.
The reason dividend taxes are lower than income tax, is because companies pay taxes prior to declaring net profits or dividends. Therefore if you had to add company taxes to dividend taxes the tax rate is higher than 20%. Also as an investor you only earning a portion of the net profits, unpaid net profits are usually used for growth. And if that growth fails, you are penalized once more. If that growth succeeds, then you are taxed on that growth earnings and dividends.
Thank you for sharing such a detailed explanation! Your insights really add depth to the conversation about dividend taxes and how they affect investors.
Great question! It really depends on your investment goals and risk tolerance. As for EasyEquities, it’s considered a user-friendly platform, but always do your own research to ensure it fits your long-term strategy!
Roughly £120k in my portfolio are in tech/TSLA stocks, can I get an advice on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.
You need to hire a financial advisor to help you diversify your portfolio by including Mutual Funds, Etf's, the 11 GICS groups, inflation-indexed bonds, and stocks of companies with reliable cash flows rather than growth stocks, where prices were based on future prospective earnings.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
I've experimented with a few over the past years, but I've stuck with ‘’Kathie Daisy Bosco” for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for this tip. it was easy to find your coach. and I conducted thorough research on her credentials before scheduling a call with her. Based on her résumé, she appears to possess a high level of proficiency, and I am grateful for the opportunity to speak with her.
Much love from Namibia! 🤍🇳🇦🇳🇦
thank you , learned alot
Such beautiful content. It's beginner friendly. Though I, myself am not a beginner, I loved the simplicity in your explanations. You definitely gained a fan in me ... #Subscribed
Happy to hear that!
❤
Great content as always! So if I’m investing using eazy equities, they will do the dividend withholding taxes automatically?
I have invested most of my portfolio in US & European stocks, etfs
What would the tax implications be?
You will need to determine whether the funds are held locally or offshore. In either case, the broker will handle the dividends tax. However, your main concern should be the estate implications, especially if the funds are held offshore. In that scenario, your estate will need to manage international probate procedures, which can be complex and time-consuming.
It's essential to consider the legal and tax implications of holding offshore investments in order to plan effectively for your estate.
The reason dividend taxes are lower than income tax, is because companies pay taxes prior to declaring net profits or dividends. Therefore if you had to add company taxes to dividend taxes the tax rate is higher than 20%. Also as an investor you only earning a portion of the net profits, unpaid net profits are usually used for growth. And if that growth fails, you are penalized once more. If that growth succeeds, then you are taxed on that growth earnings and dividends.
Thank you for sharing such a detailed explanation! Your insights really add depth to the conversation about dividend taxes and how they affect investors.
I'm unemployed can I start investing with the little I have?
Links to your prefered fintech apps? Cant seem to find them
Hey! I got you! I’ll drop the links to my fave fintech apps in the description ASAP! Stay tuned!
So which dividend paying stocks should we invest in?
Is easyequities a safe platform to buy shares for the long-term?
Great question! It really depends on your investment goals and risk tolerance. As for EasyEquities, it’s considered a user-friendly platform, but always do your own research to ensure it fits your long-term strategy!
The best way to make money? Form a political party to become the government.
Lol, if only it were that easy! But hey, if you ever run for office, I’ll be your campaign manager!