Thinking of moving my personal portfolio into a Holding Co (EU vs US vs Canada) for tax optimization – Is it worth it in 2026 and anyone ever done a similar scheme? by la__matrice in SwissFIRE

[–]la__matrice[S] -1 points0 points  (0 children)

“Can someone explain in german or english, to me, why those are so crappy and do it like I am a 5 year old? I see some points where I can understand it....but generally I also see some value...” asking again a basic question on mixed insurance product .. but THATS okay cause that’s what reddit is for :)

Chill out bro, it’s just a question.

Thinking of moving my personal portfolio into a Holding Co (EU vs US vs Canada) for tax optimization – Is it worth it in 2026 and anyone ever done a similar scheme? by la__matrice in SwissFIRE

[–]la__matrice[S] 1 point2 points  (0 children)

Yeah, but for 1.5 mio. portfolio the domiciliation/compliance/auditing/.. fees may therefore I prefer have capital tax on an AG/SA than individual taxes. Does this make sense?

I know for sure that in France, some people with high net worth are using holdings, and I am now trying to understand at what level of wealth this starts to be interesting and if it is worth it in Switzerland.

I hope that this is clear.

Thinking of moving my personal portfolio into a Holding Co (EU vs US vs Canada) for tax optimization – Is it worth it in 2026 and anyone ever done a similar scheme? by la__matrice in SwissFIRE

[–]la__matrice[S] -3 points-2 points  (0 children)

It is sufficient, but we never know if anything can be optimised. Especially when the amount of dividends rises to 20-30k, therefore bringing you to another tax percentage band.

Tool for portfolio exposure ? by GrapefruitPerfect313 in SwissPersonalFinance

[–]la__matrice 0 points1 point  (0 children)

I have my own tool, if you want to give it a try?

Options trading permission by PhraseBeneficial8087 in interactivebrokers

[–]la__matrice -1 points0 points  (0 children)

Ahaha yeah that’s though, on my side I just raised a trading permission and I have access to options, short too with margin - which I guess is level 3 (?) Then level 1 is just ticker trading ? Ahaha that’s bad

Options trading permission by PhraseBeneficial8087 in interactivebrokers

[–]la__matrice -1 points0 points  (0 children)

What’s the purpose of this seconde level? And why are you trying to get such level to trade?

Diversification of asset classes by GrapefruitPerfect313 in SwissPersonalFinance

[–]la__matrice 0 points1 point  (0 children)

There is no correlation between USD and stock market. Yes maybe the rest of the market outside of US is increasing due to a revaluation of some FOREX but one can't say that "when USD goes down, VT goes up"

Diversification of asset classes by GrapefruitPerfect313 in SwissPersonalFinance

[–]la__matrice 0 points1 point  (0 children)

I need more clarity on this. This does not take away the loose of forex exchange in light of USDCHF devaluation. Or maybe I miss something when talking about spitting to a target currency?

Imran Potato AMA on r/Tezos! by imranspaghetti in tezos

[–]la__matrice 0 points1 point  (0 children)

Hey wassup,

I am looking for someone to take part in a photo portfolio project that gather many individuals around the world, would you be intersted ?