IB的退稅 - 理財

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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