I have $BATS (-0.56%) and $PG (+1.32%) sold them. I’d had both in my portfolio for several years. Bat doubled in value during that time, but I don’t see it continuing that way, and they’ve also dropped quite a bit since I sold at 55 euros. Procter & Gamble has more or less been treading water, and I got out at 126 with a small loss. I just can’t see them acquiring, say, something like $LDGL (+0.53%) or $TDIV (+0.48%) .
$HAUTO (+3.9%) I have a 2100 shares position in HOEGH and think about selling it completely at 200 NOK because it has grown to 13% of my portfolio. I want to reinvest 10.000 euro in $WINC (+0.32%) and the rest in $LDGL (+0.53%) to have stable dividend growth. Is there a flaw in my thinking or should I keep this cyclical stock but a winner so far?
$VWRL (+0.58%) This is funded through my capital-forming allowance.
$autom (+0.56%)I’ll sell at the beginning of next year—I’ve been using my capital formation allowance to contribute to this.
I want to keep it simple and straightforward. According to AI, it’ll add up to a nice sum by 2040, and I never want to sell this portfolio. What do you think?
You could do that, but right now you’re overweight in the financial sector at 41%, underweight in the U.S. at just 17.5%, and overweight in Europe at 49%. Emerging markets and small-caps are completely missing. For a portfolio you never intend to sell, I’d find this too unbalanced and would prefer to build a proper global ETF (e.g., an ACWI IMI) as the core.
Hey Dave. Two quick questions: Why this ETF when TDIV has FBI status and is therefore more tax-efficient in the Netherlands? Wouldn’t you rather go all in on TDIV? I’m also wondering, given your net worth… Why not start with accumulating ETFs first? That way, you can grow your assets without immediately paying dividend tax, which slows down your asset growth. Later, once you have significantly more capital and really need the dividends, you can switch to distributing ETFs. I’m curious to hear your thoughts on this!
I everyone, I already have $WINC (+0.32%) and $LDGL (+0.53%) , considering that I would like to sell all my shares of $JEPQ, do you think splitting the money between those etfs is good or would you do something else?
