2D·

Junior Depot

Hello everyone!

I started building up a small portfolio for my junior about 12 years ago. Not everything went well...but $GOOGL (+0.54%) beat them all: 81 shares, on average for 47€! We sold 15 shares in the fall for 270€, the remaining position is now up almost 20k!

The boy is only 13 - and his mother and sister are envious ;)

For some time now, I've been tormented by the question: should I reallocate or let it run? If I now gradually shift the position towards "income", e.g. into a $K0MR (+0.16%), $JEGP (-0.46%) or $JEPQ (-0.23%) (or a mixture thereof), that would certainly be a good investment in the long term:

20k * 6% = ~100€ per month!

The rest of the portfolio ($AWF , $AM (+0.56%) , $ARCC (+0.81%) , $DLR (-0.53%) , $D (+0.32%) & $RITM (+0.76%)) is also already generating €100 - I think that's a good basis for long-term wealth accumulation with a focus on a 2-ETF strategy!

What do you think?

3

10 Comments

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

2D

Covered call ETFs don't make any sense if you're not dependent on cash flow... they just mess up your performance in the long term. I would consider this counterproductive, especially for juniors.

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Franco

@interfrancos

1Wk·

Poor performance

$JEGP (-0.46%) This etf has a sluggish performance, can't catch up market rallies. I'm disappointed, I will reduce it when I will be again in green. For the moment, It's a hold.

3

5 Comments

Solitair@Solitair

1Wk

And if it doesn't catch up?

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Stefan

@stevemeister96

2Wk·

Poor performance?

$JEGP (-0.46%) why has it been performing so poorly?

Is it because the underlying assets have decreased in value? Currency euro to dollar? Or is it due to its CC strategy?

Anyone have an actual explaination? Rather than the usual "because CC etf are bad" response

I know there are plenty smart financial gurus here so help me out 😁

2

9 Comments

ETFBAAS@etfbaas

2Wk

I sold it this year....
check out $WINC same principle, only pays quarterly.
and has upside growth in price , in 2025 one of my best dividend ETF apart from $TDIV

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Justin

@TheDivWatcher

2Wk·

April update

April update

A smooth month, where the first big dividend boats land on shore

Bought:

Sold:

Dividends received this month: €99,69

Dividends per month average: €55,83

For those interested, check out my new passive income monitor app:

https://play.google.com/store/apps/details?id=com.swart.passiveinkomen&hl=nl

6

3 Comments

NdB-INDX@NdB-eX

2Wk

Good job

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NichtRelevant

@NichtRelevant

3Wk·

ETF sold

I know - everyone is always hitting the $JEGP (-0.46%) the I've now sold it.

For me, however, it's not so much because I don't like it, but because I already have another CC distribution $WINC (+0.15%) I already have another CC distribution ETF in my portfolio, which is significantly larger in terms of volume. So I'm now removing the duplication and keeping my portfolio in order.

27.04

JPM Global Equity Premium ETF

Sold x635 at €22.23

€14,116.05

3.25%

18

8 Comments

❤️DIST-LOVE@DISTLOVE

3Wk

Unfortunately, performance has been very modest in recent months. But this is due to the index. I am holding for the long term.

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DividenDaan

@DividenDaan

4Wk·

It is not an easy choice

Today i sold al my shares of $JEGP (-0.46%) and with that money I bought $DTE (+0.75%) . Still I have €550,- left behind for my next buy tomorrow when I get my loan.

Very happy with this choice.

Every one that reads this, have a nice day!

23.04

Deutsche Telekom

Bought x75 at €27.66

€2,074.50

12

5 Comments

NichtRelevant@NichtRelevant

4Wk

I have both $JEGP and $DTE .

I think Telekom $DTE ist at a good price if one wants to invest there. I already have a relativly large position so I am not buying more at the moment.

$JEGP I will gradually increase. It is slightly in the minus but so far dividends are good and are significally higher than the losses. I expect the losses to be temporary.

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Jefrey

@Jefrey

1Mon·

Portfolio reallocation

Maybe you've already seen my latest trade with Heijmans $HEIJM (+1.6%) . I think this is my first big adjustment in about 2 years but I think it was needed, and let me tell you why.

HEIJM and $BAMNB (+0.78%) were my positions with the most return in percentages. I also had $AXS (+0.3%) in my portfolio from from a period that I was less informed. Constructors are quitte cyclical so I want to redeem the profits I made.

On the other hand, I want more safety and my time horizon is uncertain. In may I start my first "adult" job after my study spatial planning. I want to move out but I don't know the exact moment and if my savings plan is enough for that step.

With this reasons I made the following changes in my portfolio:

Sold:

-Heijmans $HEIJM (+1.6%) : 50%

-BAM $BAMNB (+0.78%) 100%

-Accsys $AXS (+0.3%) 100%

Bought:

-Realty Income $O (+0.28%)

-JGPI Premium Income ETF $JEGP (-0.46%)

Why?

Because I wanted to have monthly income, and I wanted to introduce a REIT into my portfolio. Furthermore I want a sort of "hedge" into my account in stressfull times.

What do you think?

4

1 Comment

Pedro P.@plbp

1Mon

I like Realty Income. I would buy more Heijmans I’m long on construction in Europe as a whole. The ETF is more defensive and dividends based if you like that I can see that working but I don’t see it growing in the next months very much.

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WegNaarWelvaart

@WegNaarWelvaart1

1Mon·

Exchange rate

Still agree with the people who said it before.... Sold my shares of covered call ETFs worth +-€10,000 today. $JEGP (-0.46%)
$JEPQ (-0.23%)

In their place:

€1000 $BTC (-0.2%)
€3000 $SMH (+1.75%)
€3000 $VWRL (+0.3%)
€1500 $TDIV (-0.23%)
€1500 Cash

Reason: I am 22 😅.

6Positions

€60,684.68

6.18%

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5 Comments

Jefrey@Jefrey

1Mon

What is your experience with these products?

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WegNaarWelvaart

@WegNaarWelvaart1

1Mon·

60k broken

Just before Christmas I broke the had I broke the €50k, and now in early April the €60k. So this €10k increase took a total of 4 months to reach, which is a little slower than I had hoped, but no less great news of course.😀

$BTC (-0.2%)
$VWRL (+0.3%)
$TDIV (-0.23%)
$JEGP (-0.46%)
$JEPQ (-0.23%)