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Old 03.01.2021, 19:59
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how to determine if I am a professional investor?

I want to sell all positions from an ETF I bought ~1.5 months ago. This position represents ~15% of my portfolio. The rest of my ETFs are long term (I never sell them and I started investing ~2 years ago).

My question is, will I be considered a professional investor if I do that?

There are 5 conditions that need to be fulfilled to be considered a private investor (and hence avoid taxation on capital gains). (Source -> https://www.schwiizerfranke.com/en/a...sparen-schweiz)

1. Long term invest: Hold your investment positions for at least 6 months in the ideal case. Exceptions are no problem, but be aware of predominantly long holding periods. You can also keep your trading fees low.
2. Rarely restack depot
3. Avoid borrowed capital
4. Options only for hedging purposes
5. Observe capital gain ratio

I am only concerned about first point, since I am not sure if selling the positions of this ETF will be considered as an exception or not..

are there any experts in the forum that can help me with this please?
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