23H·

Portfolio Streamlining

I've been thinking for a while now about selling all my individual stocks and just continuing to invest in my three ETFs ($IWDA (+0.34%) , $VHYL (+0.25%) , $TDIV (+0.18%) ) in order to be in a more stable position for the future. Most of my holdings are already included in at least one of the three ETFs anyway. Today I took the next step and $MRK (-0.36%) , $6501 (+2.06%) and $WUW (+0.34%) sold off to increase my position in $VHYL (+0.25%) . In the long term (> 5 years), this strategy should pay off.

What do you think of this strategy?

11Positions
33.67%
5
2 Comments

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I can understand that; I've already rebalanced 25 positions in ETFs this year, and Merck is also one of my dividend ETF candidates.
@nitroxx Same here... I used to only have individual stocks, but now I realize that an ETF portfolio is just as important. MSCI ACWI, iMi ACC, and FTSE High Dividend in a 65-to-35 ratio.
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