3Wk·

Additional dividend stock?!

Hi everyone, to be honest, I work on my portfolio almost every day. But I would also like to say in a timely manner: Hey, that's good now... The savings plans run monthly, I don't stress myself and look at the portfolio in a few years and see what the compound interest effect has created 🔥🤩🚀

I also still have Bitcoin and crypto, but I trade anti-cyclically and in a 4-year cycle. Will most likely liquidate everything at the end of the year 🔥💰

My portfolio currently consists of the following ETFs + individual stocks:

1) $IWDA (+0.8%)

2) $EIMI (+0.87%)

3) $RBOT (+1.23%) all 3 are accumulating and have been running for almost 1.5 years now.

I also bought these 3 etfs (distributing) a few weeks ago. I became aware of them here on the site and found them very attractive due to the monthly cash flow. I think it's better to have such etf's than other individual stocks.

4) $TDIV (+1.85%) (quarterly)

5) $JEPQ (+0.33%) (monthly)

6) $JEGP (+0.46%) (monthly)

I find the dividend yield on all 3 etfs very nice and high.

I also have these 5 dividend stocks:

1) $PEP (-0.56%)

2) $O (-0.14%)

3) $MAIN (+1.37%)

4) $RIO (-0.1%)

And 5) $STAG (+1.31%)

But I would like to sell Stag because the dividend growth is not so big and strong for me... and maybe get $D05 (+1.47%) instead? The dividend growth looks very strong there... Or which stock would you recommend?

I would be interested in your opinion on the portfolio or the individual stocks.

Thanks for any feedback, whether criticism or praise.

I would like to save all the stocks in the long term and then have a nice big portfolio in 20-30 years and receive a great cash flow 🔥💰🤝

Best regards

Chris

14 Comments

MrSchnitzel@MrSchnitzel

3Wk

Hello dear,
so if I've understood correctly, you have 6 Etfs, which would definitely be too many for me.
Also, how can you not have Allianz?🤯And Allianz should fit perfectly into your strategy - top company and top dividend that is increased every year. Have fun and continued success in building your wealth.
Best regards :)

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Chris@Chriscoin87

3Wk

@MrSchnitzel I see the 3 new etfs that I have in distributing form as dividend stocks with a nice dividend yield. The MSCI World, the EM IMI and my Automation etf are accumulating and have been running for some time...

I'm always open to suggestions for improvement etc... Allianz would of course also be an option, definitely.

I find the 3 additional ETFs I've recently added very interesting... the VanEck and the two from jpmorgan, I'd rather have them than additional individual stocks... less volatility and a good dividend yield every few weeks 🙏

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Thomas@Thomas_1963

3Wk

"Hey, that's good now..."
I'd like to say that too. I'm afraid it's never good to sit back and let it run for decades.
I've been at it for 2 years now and I'm still not completely satisfied. I still make mistakes. No disasters, but it is annoying.

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Yieldrology@Yield-Ahead

3Wk

@Thomas_1963 May I ask what mistakes you mean? I think your portfolio has a very clear signature, you have good ETFs with a corresponding dividend focus.

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Thomas@Thomas_1963

3Wk

@Yield-Ahead I had weighted the two CC ETFs too heavily. I have now reduced them somewhat (at a loss).
Now increased the European share and bought $AMD. Also a defense ETF to possibly make up for the losses later on.
By way of background, I have been in pre-retirement since 12/24 but continue to work part-time.
In 4.5 years I will have reached my standard working hours and will stop working completely.
Until then, however, I can put 1,000 euros a month into savings plans.
Then I will switch completely to distributors and stop the savings plans.

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Yieldrology@Yield-Ahead

3Wk

Very interesting, thanks for your insights. I think your portfolio balance is good. Passive funds and active CC funds, good mix. I also have $JEGP relatively highly weighted and struggle with performance. But I know it's a euro-dollar problem, among other things. I think you have to have the patience now and in general and just leave them there. Do nothing and that's that. 👍

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Thomas@Thomas_1963

3Wk

@Yield-Ahead I'm also leaving them now. I don't want to realize a loss of 6,500 euros.

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Philip Buß@GoldenShield

3Wk

Instead of $PEP, I have $KO in my portfolio
You can't go far wrong with $ALV. I also find $MUX very interesting, as well as $SAN or classic $MCD

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Romka@vonspiegelberg

3Wk

Do they necessarily have to be ETFs? If not, what about OMV, Erste Group and Vienna Insurance?
They are all stable over many years, reasonably priced and pay high dividends.

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Chris@Chriscoin87

3Wk

@vonspiegelberg no, I'm just looking for another stock instead of $STAG. And I would rather have a title than an Etf... I think 6 Etf's are more than enough or almost too many but I think they are all very nice 🙊🙏

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ValueMission@ValueMission

3Wk

$ULVR has come back a bit, it doesn't necessarily have to be financial stocks, especially cool, you can also get the dividend as a share...

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MR-sambal5@MR-sambal5

3Wk

I really like your investmentplan and something I am looking to have to. Keep up the good work!!

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S.A.T.@SATNL

3Wk

https://www.dividendinfo.nl/ dutch dividend stocks

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Erich K.@Erich_aus_der_Steiermark

3Wk

In addition to JEPQ (Nasdaq and highest dividends) and JEPG / JEGP (Global), the third JPM CC ETF - JEPI (Stable and undervalued stocks from the S&P500) - is still missing

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