4D·

Update Structure DIV Depot

Brief update on the structure of my dividend portfolio.

I have made a few more adjustments.

I am now limiting myself $XDWD (-0.45%) now on one ETF to let the portfolio grow and to invest broadly.


I am building up my dividend portfolio around it. Additional purchases were $MUV2 (-0.42%) , $STM (-7.81%) ,$ALV (-0.92%) ,$MRK (-0.87%) .

Over the last few months, I have tried to collect high-quality stocks and also stocks that have declined somewhat due to tariffs etc. I would now like to buy two or three more stocks in the next few weeks if they fit.

Now I would like to buy two or three more stocks in the next few weeks if things go well. On my list are $LSEG (-1.97%) , $DB1 (-0.93%) , $RSG (+0.54%) ,$LLBN (+0.54%)

Which of these stocks would you include? My portfolio is increasingly focused on the DAX and Europe. I try to include the USA with one or two positions.


Monthly savings plans currently 700 eur should grow to 1000 eur.


Looking forward to your ideas and input again.


I wish you all a pleasant evening.


LG

19Positions
€29,472.29
0.84%
1
4 Comments

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Focusing only on dividend stocks will slow down your portfolio in the long run. I don't know how old you are - but if you're still young, you'll ruin your growth with this strategy. You won't make full use of the phase in which your capital can really work and grow. Dividends are great later on when it comes to income. But in the build-up phase, it's performance that counts, not dividends.
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@salvo89ari I am 41 years old with a family and 1 child, and everything else is actually covered by pension funds, unit-linked life insurance policies, etc. This portfolio is really purely about the strategy of dividends for the future and for the annual payout of vacations, etc. That's why it was chosen specifically. That's why it was deliberately chosen this way. The one ETF is intended as an admixture to cover a broader spectrum but with accumulation.
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If your goal is dividends, why don't you choose a dividend etf as your core etf? Ftse all world high dividend for example? It would fit your strategy better and even has more positions. There you would have both more dividends and higher dividend growth.
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Hi, remember the Norwegian withholding tax for hoegh autoliners! Hafnia, for example, would be more favorable in this respect.

Furthermore, I stay away from Mercedes Benz and Volkswagen (as well as all other German car manufacturers) in the equity sector. I don't see any real future there.
Have you thought about Petrobras as an addition?

The JPMorgan covered call etfs could also be interesting.
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