Context: In Germany, if you hold shares within a limited company, you pay almost zero taxes on capital gains of stocks. Unfortunately, this rule does not apply to dividends or index funds, only to capital gains made on individual stocks.
Because I have some money in my company that would otherwise be “inactive”, I want to invest some of that. As I don't intend to do any active day trading or anything that's a lot volatile, I am looking for stocks that are somewhat “broad” in what they are doing. Basically I want to have the broadness/stability of an index fund (or something close to that) paired with that fact that it's a single company.
I'm aware that if a company wanted to be an index fund, they'd be just that but there are definitely some companies that do have their fingers in a lot of different branches such as Berkshire Hathaway for example. I am also thinking of Business Development Companies that should be fairly broad in itself too. Unfortunately, many BDCs pay dividend which I want to avoid. That is because dividends are taxed normally AND it's a pain to declare for taxes, especially if they pay out multiple times a year.
So to conclude I'd love to find something like Berkshire Hathaway that
- qualifies as a stock, not an ETF or index funds
- does business in different niches (or invests in different stocks) instead of only focussing on one sector
- doesn't pay a lot of dividend (or better no dividend at all)
Are there some that come to your mind?
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