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Overlap between Danish investment funds

Given the selection of Danish investment funds from Sparindex and Danske Invest, it can be difficult to see how different the funds are. As a measure of similarity, one can calculate the overlap between two funds. The overlap between fund...

Model for the price of Danish investment funds

In Denmark, all ETFs are taxed yearly by unrealized returns. On the other hand, some Danish investment funds are taxed by realized gain, if they fulfill some criteria of paid out dividends. The dividend paid out will be: earned dividends...

Brokerage vs. oppertunity cost

Many brokers (at least in Denmark), have a pricing model of \(q\%\) of the trading amount or minimum \(q\) Euro. Given a fixed amount to invest every month, we might think it is best to accumulate the cash to reach...