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The Forticus Lifestyle Fund
#4
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.
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Messages In This Thread
The Forticus Lifestyle Fund - by Forticus - 07-27-2018, 02:08 AM
RE: The Forticus Lifestyle Fund - by Forticus - 07-31-2018, 03:36 PM
RE: The Forticus Lifestyle Fund - by Forticus - 12-07-2021, 03:07 AM
RE: The Forticus Lifestyle Fund - by ken-do-nim - 12-07-2021, 07:07 AM
RE: The Forticus Lifestyle Fund - by Forticus - 12-19-2021, 04:48 PM
RE: The Forticus Lifestyle Fund - by Forticus - 01-21-2022, 04:33 AM
RE: The Forticus Lifestyle Fund - by Forticus - 05-04-2024, 12:40 PM



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