O = GOAT

1Wk

@Carsten1970 O is of course suffering from the current interest rate policy. Nevertheless, I can understand why a reallocation is being considered.

What I particularly like about $O is the continuously rising dividend. Sure, $0.0005 more per share doesn't seem relevant at first glance - but 131 dividend increases are a strong sign of reliability and continuity for me personally.

$TDIV is definitely also a strong ETF, which I also have in my portfolio. Perhaps the combination of both is the best choice in the end.

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1Wk

@SAUgut77 What did you add?

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S.A.U.@SAUgut77

1Wk

@RenditeRudin have switched to $JEGP.

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Harald@Madhatter5566

1Wk

@RenditeRudin Rising dividends are completely irrelevant when building a portfolio.
Dividends are a withdrawal tool. You take a little out of your position, count up and pay in again. This is an absolute zero-sum game.

The only interesting thing is the total return. And O is really poor.

I go so far as to say that rising dividends are nonsense, even when withdrawn. Only the total return counts. I could also sell the rest myself. Dividends only automate the partial sale of your position

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1Wk

@Carsten1970 $EXR is clearly the better ride

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Carsten@Carsten1970

1Wk

@Investingyoung The trend since September 2022 has only been downwards, just like at $O, so what could be better?

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Kapitän K.@PalmPirateTechnocrate

1Wk

@Carsten1970 the dividend growth, and the return pa over 20 years as the trend

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Fabfx@Fabfx

1Wk

@Carsten1970 Reallocate BEFORE the interest rate cut? Reits in particular benefit from this

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1Wk

Trump wants to increase taxation on US dividends. At the moment, I would rather hold on, at least that's what I'm doing. Maybe something will come up within the EU or the UK or something. I have Realty Income and will hold it for now and see what happens.

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1Wk

@PalmPirateTechnocrate I don't think he'll be able to get that through. In that case, many pension funds and investment funds would sell directly - including many private investors, myself included.

But you can never be sure with the "mad king".

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Filipe@fpena

1Wk

Sounds nice, but I switched from $O to $JEGP

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1Wk

@fpena but Jpeg has a worser performance

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Filipe@fpena

1Wk

Currently yes, $UNH and Pepsi are quite down and other companies there but long term I see better results. And you don't have the 15%dividend withhold from the US

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1Wk

Beide 😇

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1Wk

@Dividendenopi Do you have any others?

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Leo@MCKrummel-Divi-Holding

1Wk

@RenditeRudin no and are both on the sales list if US does not come to its senses soon 🤷‍♂️

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1Wk

@Dividendenopi warum?

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1Wk

@MCKrummel-Divi-Holding Uncertain economic prospects, planned massive government debt and emerging inflation risks make me very skeptical. The loss of confidence in the dollar and bonds in conjunction with the aforementioned points could lead to further risk premiums on US bonds and this will ultimately also make the refinancing of usually highly indebted Reits more expensive.

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Leo@MCKrummel-Divi-Holding

1Wk

@Dividendenopi we are curious to see how the USA issues will develop...

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1Wk

@Dividendenopi right approach, but I'm kind of split on that. Because it can be applied to almost everything that concerns the usa. How do you see your share in the portfolio in terms of % for the future?

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1Wk

@MCKrummel-Divi-Holding If you mean US, it was always around 30 percent. No more and probably won't be in the near future. I still have a covered call $QYLE, $VZ, $MO and a smaller position $PFE. Apart from Pfizer, the positions are full. The two Reits and the CC are potential first candidates for an exit. Should the FED actually cut interest rates for the first time, this could have a short-term effect on the Reits and possibly also boost the CC somewhat and represent an exit scenario for me

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tommycashless@tommycash

1Wk

@TreasureHunter 🐐🐐🐐

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1Wk

Better take a look at $EXR, the goats realty is laughable compared to them

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1Wk

@Investingyoung Well, the performance isn't that "blatant" either, but I'll take a look at schauen👍🏼👍🏼

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1Wk

@RenditeRudin The performance is 900% since 2006 $O has just over 100-200% with the same div return and even 8% div growth less per year. For me $EXR is a clear winner and also one of the only reits I would buy (if it were in line with my strategy)

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1Wk

@Investingyoung Okay, I'll do some research! Thanks for the Input👍🏼

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Carsten@Carsten1970

1Wk

@Investingyoung I'm looking from 2022 to now and it's only on the way down. What good are prices from 2006-2022?
Since 2022 both are going down but others are going up? I don't know

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