[心得] IB的退稅

看了一下IB的帳戶，手上的標的都有退稅了， IB的報告還蠻詳細的，每一檔持股每個月都有清楚的列出細項， 例如 GOF 一個月配息 54.64 分列四個細項，會退稅的就是 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 統計去年一整年的退稅 GOF 92.7% PCI 50.9% PDI 51.3% PFN 59.1% PHK 62.9% PTY 53.2% GOF 最近漲了不少，年化報酬率還勝過 SPY 1 year - 38.68% 3 year - 14.24% 5 year - 18.69% --
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推 Latte7: 實用 推 03/13 11:29

推 s1032kj: 推 03/13 12:33

推 dapple: 推，今年gof又退不少 03/14 00:46

→ dapple: 可惜複委託不能買gof了，現在手上gof都不敢賣 03/14 00:48