4D·

🚀 Position increased to 1,200 shares!

I have the World Equity High Income UCITS ETF (IE000KJPDY61) and plan to increase the position over the long term to €10,000 . 💰

Why this ETF?

✅ High distributions – attractive ongoing cash flow

✅ Global diversification – Access to many high-dividend-paying companies worldwide

✅ Regular distributions – returns can be reinvested directly or used as cash flow

✅ Simple portfolio management – Many individual holdings bundled into a single ETF position

✅ Focus on recurring income – aligns with my long-term dividend/cash flow strategy

🎯 Target amount: €10,000

I’d like to use this to further increase my cash flow while also simplifying the structure of my portfolio over the long term.

What are your thoughts on the $WINC (+0.79%) ?

29.09

iShares World Equity High Income ETF

Bought x100 at €5.144

€514.40

12 Comments

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

You all know how covered call ETFs work, right? 😅

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AktienRob88@AktienRob88

@Get_Rich_or_Die_Tryin ja 👍

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Frank@schlimmschlimm

@Get_Rich_or_Die_Tryin But isn't it really just a half-covered call ETF? You could call it a "hybrid ETF." After all, some of the price potential is still preserved. Isn't it actually quite well-suited for the current market phase?

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NichtRelevant@NichtRelevant

@Get_Rich_or_Die_Tryin We know it, but we buy that stuff anyway. 😏😂

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S.A.U.@SAUgut777

16H

@Get_Rich_or_Die_Tryin In my opinion, this is the best candidate currently available on the market. That said, it isn’t strictly a credit carry strategy per se; it also invests in Treasuries and short-term instruments.

Furthermore, unlike most funds, this one doesn’t just blindly sell calls; in addition to the areas mentioned earlier, it also participates—if not to the full extent—in the upside of the holdings...

That’s why you could actually compare it more to a high-yielding “World” fund, although the structure wouldn’t be quite as tech-heavy in comparison.

After a little over a year, my total return here is a solid 13–14%, though you have to take into account that I’ve been regularly buying more each month for the past 3 months, which causes my overall performance to dip slightly from time to time.

You also have to look at the historical performance and then be pleased to see that it has held up very well even amid all the ups and downs and back-and-forth of recent years—and doesn’t track like all the other CCs.

In these scenarios, it doesn’t actually drop much more than some other “non-CC ETFs,” and conversely, it recovers regularly just like all the others. I always see this comparison quite clearly with my wife’s “All World” fund (both are about the same size) 😉

...and that’s exactly why I wouldn’t lump everything together in this analysis.

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Bavarianholder@Bavarianholder

I'm currently building up a position for myself with a savings plan👍🏽👍🏽

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AktienRob88@AktienRob88

@Bavarianholder Awesome 💪🏻 How big should the position be?

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Bavarianholder@Bavarianholder

Another mid-term goal is 10k. Let's see how he performs until then 😊

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Caynify@Caynify

A fund size of 700 million euros isn't exactly a lot.

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AktienRob88@AktienRob88

@Caynify That's true, but it keeps growing upward ⬆️

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value_crafter_2568@value_crafter_2568

Hey guys, check out the Finanzfluss Covered Call ETF video. In the event of a crash, this ETF barely recovers compared to "normal" global ETFs. And anyway, I'd be more likely to go for this as part of a withdrawal plan rather than during the accumulation phase.
But I'm open to criticism.

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S.A.U.@SAUgut777

16H

@value_crafter_2568 Total nonsense....I've been running it alongside my wife's All World, and since the beginning, it hasn't really dropped much more than her All World and has consistently rebounded just as much.

It’s just structured a little differently—it’s not a pure CC fund, and it’s not really comparable to a lot of others—but it’s held up pretty well even through all the market crises....

...YOY ~13–14% and now 🤷🏻‍♂️

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