Estimate dividend growth rate in the future part II

In the last blog entry Estimate dividend growth rate in the future part I different averaging technics were showed to estimate the next year’s dividend growth rate. In the figure below you can see again the rolling estimates for the dividend growth based on simple averaging (grey line) vs the real measured dividend growth rate … Read more

Estimate dividend growth rate in the future part I

At the beginning of the year when I started to review my personal financial budget for 2022, I asked myself how the income that stems from dividends is going to develop in the new year. Clearly, I could model the additional dividends that I can collect from the additional investments I am going to make … Read more

Beware of the whitholding tax as Swiss resident

At the beginning of this year I started to compute how many dividends I am going to collect from my stock holdings in this year. At the time of computation I realized that this might not be a straight forward endeavor. Namely because it is not immediately clear for the layman how much tax is … Read more

Categories Tax

Looking under the hood of the SPI Select Dividend 20

Is it pure magic or not? A few months back when I checked out the iShares Swiss Dividend Select ETF, I asked myself continuously how exactly did they end up with those constituents and what are the underlying rules for the weighting of the components. In the below table table you can find the constituents … Read more

Why I fell in love with the SPI Select Dividend 20 Index?

It’s true that true love might be an exaggeration. However, as a Swiss investor I seek to invest a least a certain part of my investments in the Swiss market. On top of that I have a certain believe that investing in dividend yielding companies has advantages that I want to reap. The figure below … Read more