3Wk·

Dividend portfolio

I have a portfolio focused in part on dividends and growth, what do you think about adding 10% to the ETF. $JEPQ (+1.59%) ? Very good dividend yield is expected (8-10% per year) and in the US it works great. Give a small percentage of the portfolio to increase that average dividend yield a bit.

LET'S GO FOR THE LONGED FINANCIAL FREEDOM !!!!

19 Comments

TotallyLost@TotallyLost

3Wk

Take a look at $JEGP , which is also a covered call strategy, but with a stronger focus on dividend and low volatility stocks.

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Llopis110@llopis110

3Wk

@TotallyLost Yeah, I have the 20% in that ETF. Im thinking to add $JEPQ wuth 10% too. What do u think? Or may be I will put the $JEGP IN 30%?

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Rendite Rudin@RenditeRudin

3Wk

look at SPYI!

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Llopis110@llopis110

3Wk

@RenditeRudin I need UCITS ETFs Im from Europe😓

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Rendite Rudin@RenditeRudin

3Wk

@llopis110 ah yeah my bad

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Llopis110@llopis110

3Wk

@RenditeRudin No problem sir! Appreciate it! 🫡

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TotallyLost@TotallyLost

3Wk

@llopis110 what do you need the cashflow for?
What is the aim of this investment and what is your time horizon?

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Llopis110@llopis110

3Wk

@TotallyLost to have a certain passive monthly income and a certain growth in search of financial independence

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TotallyLost@TotallyLost

3Wk

@llopis110 Do you reinvest this income or do you spend it?

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Llopis110@llopis110

3Wk

@TotallyLost actually Im reinvesting it

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TotallyLost@TotallyLost

3Wk

@llopis110 Then you should probably buy a Quality Dividend Growth fund like $GGRG or $FGEQ
Where you have companies with growing cash flow, as a kind of weird option premium strategy

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Llopis110@llopis110

3Wk

@TotallyLost Yes, I was thinking about adding $FGEQ , but what would you change about my portfolio to add it and what percentage?

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Llopis110@llopis110

3Wk

@TotallyLost Since I would like to have $JEPQ in 8-10% of my portfolio

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TotallyLost@TotallyLost

3Wk

@llopis110 I get the impression that you don't need income right now, so I wouldn't bet so hard on the dividend.
But if you really need the distributions so you're motivated to keep investing, then scratch $VHYL $JEPQ and $JEGP and go for a Dividend Growth Fund. It's much better in the long run.

Here's a nice article on why you shouldn't bet so much on dividends if you have the time:
https://getqu.in/GepPDm/

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Llopis110@llopis110

3Wk

@TotallyLost Which dividend growth fund do you recommend?

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TotallyLost@TotallyLost

3Wk

@llopis110 $FGEQ or $GGRG but thats only my opinon.
I personaly use $GGRG $XDEQ and $PEH for the quality part in my portfolio

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Llopis110@llopis110

3Wk

@TotallyLost what do u think about $WQDS ? may be better than $FGEQ or the same? Im thinking to add the first with a 15% of my portfolio. Since you're right, I should add a fund that focuses more on growth than on dividends, such as one of these two. Which do you think is better from your point of view? Or are they quite similar?

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TotallyLost@TotallyLost

3Wk

@llopis110 $WQDS does not look so hot compared to $FGEQ , i would take $FGEQ any day over $WQDS

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Franco@interfrancos

3Wk

Excellent, gives good yields. Can be combined with JEIP, JEPG and WINC to increase cash flow.

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