作者weron (Weron)
看板Foreign_Inv
标题[心得] IB的退税
时间Sat Mar 13 11:27:39 2021
看了一下IB的帐户，手上的标的都有退税了，
IB的报告还蛮详细的，每一档持股每个月都有清楚的列出细项，
例如 GOF 一个月配息 54.64 分列四个细项，会退税的就是 ROC 和 Interest
Symbol ExDate RevenueComponent QualifiedIndicator Gross
GOF 20200114 54.630
GOF 20200114 Ordinary Dividend Not Qualified 1.663
GOF 20200114 Ordinary Dividend Qualified 0.054
GOF 20200114 Return of Capital Not Qualified 46.534
GOF 20200114 Interest from RIC Not Qualified 6.379
统计去年一整年的退税
GOF 92.7%
PCI 50.9%
PDI 51.3%
PFN 59.1%
PHK 62.9%
PTY 53.2%
GOF 最近涨了不少，年化报酬率还胜过 SPY
1 year - 38.68%
3 year - 14.24%
5 year - 18.69%
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1F：推 Latte7: 实用 推 03/13 11:29
2F：推 s1032kj: 推 03/13 12:33
3F：推 dapple: 推，今年gof又退不少 03/14 00:46
4F：→ dapple: 可惜复委托不能买gof了，现在手上gof都不敢卖 03/14 00:48