2Mon·

Hello everyone,


I'm from Spain and I'm following a dividend investment strategy as I want to take advantage of the relatively low tax burden of only 19% on dividends in Spain. My portfolio is a combination of ETFs and individual stocks, trying to find a balance between growth and high dividends, as well as between developed and emerging markets.


First, an overview of my ETFs, which I can divide into two categories:


  • Emerging Markets:
  • $IEEM (-0.24%)
    iShares MSCI EM ETF: Growth-oriented (Growth)
  • $HDEM (-0.58%) Invesco FTSE EM High Dividend Low Volatility ETF: High dividend yield (High Yield)


  • Developed Markets:
  • $ISPA (+0.06%)
    iShares STOXX Global Select Dividend 100: High dividend yield (High Yield)
  • $GGRP (-0.09%)
    WisdomTree Global Quality Div Growth: Growth-oriented (Growth)


These ETFs cover different regions and strategies: some focus on dividend growth, while others target high dividend yields. I also have positions in both emerging and developed markets.


My individual stocks:


  • $O (+1.22%)
    Realty Income because it is the typical dividend stock that almost everyone has and it is known for stable monthly distributions.
  • $EOG (+0.11%)
    Resources I like because of its strong ability to grow dividends and solid growth potential in the energy sector.
  • $CB (-1.14%)
    Chubb Limited I have included in my portfolio because Warren Buffet has invested in them. They also offer good dividend growth and have strong upside potential.


I would be very interested to hear your thoughts: Do you think this strategy has potential for success in the long term? Are there areas where I might need to diversify or consider a different approach?


Thanks in advance for your opinions!


This text was created with the help of artificial intelligence, as I am not a native speaker of German.

9Positions
3.22%
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6 Comments

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You can also simply write in Spanish here and it will automatically be translated quite well.
The overall performance of $HDEM is just horrible. For EM dividends I would rather use $PEH or $DEMD. And for my taste, your portfolio has too little Developed Markets Growth, for which $HMWO would be a good addition.
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High yield etf performance is always miserable. You can also simply use a msci world or fste allword as a spinner.
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You are in the negative this year, I would change something in your portfolio. It's not going well
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