Hello all,
I would like to take this opportunity to ask for feedback on my securities account. All positions are saved more or less equally with a savings plan. However, I cannot save for Tonies with my broker.
$SAWD (+0.99%) is saved for a family member and
$UIMM (+1.34%) will not be saved any more, as this is too much in line with the $IWDA (+1.13%) covers
I am open to suggestions. The monthly savings rate is around 700€.
The investment horizon is medium to long term (10+ years).
The funds and ETFs have been recommended to me by my bank advisor. I looked for the stocks myself with the expectation of regular solid dividends to reinvest. I am aware of the advantages and disadvantages of dividends and accumulating ETFs but for me dividends are definitely better.
Thanks in advance for your feedback.
Greetings
Aah91
