2Wk·

New portfolio allocation! 🇮🇹

After some time, I decided to clean up my portfolio a bit by removing the smaller stocks positions and enlarging the ones I believe in the most, going down from 18 to 12.

I also reduced the number of my ETFs from 8 to 6 and I decided to put a monthly deposit of 200 euros in accumulation ETFs (75% $IWDA (+1.42%) , 25% $EIMI (+1.56%) ) and a monthly deposit of 300 euros in distribution ETFs (40% $VWRL (+1.45%) , 30% $VHYL (+1.07%) , 20% $VFEM (+1.62%) , 10% $VUSA (+1.3%)).

In addition to these recurring deposits, I think that for some months I will only buy these 6 ETFs with my excess money in order to grow their position and to give more diversification and stability to my portfolio.

Tell me what do you think about it, soprattutto se siete italiani!

18Positions

€15,328.30

5.29%

13 Comments

financial_wizard_1039@financial_wizard_1039

2Wk

Good strategy. One thing many people tell me is not to buy stocks that pay big dividends while they are young. They especially allude to Reality Income, which is in both my portfolio and yours (despite that I will continue to hold it). The rationale behind it is: while you are young do not focus on dividends, which should be taxed.
Regardless of everything keep it up and especially don't discontinue pacs. Bravo!

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Frasgaa@Frasgaa

2Wk

@financial_wizard_1039 thank you very much!!! I personally also agree with this reasoning in principle, just that in my opinion at the moment Realty Income is really a bargain so I stocked up on it ahahah 💪🏻

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mvarcox@mvarcox

2Wk

@financial_wizard_1039 It always comes down to what’s fairly valued! I’m with you on this!, I wouldn’t add to your $O position at this price (not cheap as future rate cuts seem to already be priced in at this point) and would rather focus on growth companies instead!

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financial_wizard_1039@financial_wizard_1039

2Wk

@mvarcox can you tell us some great growth companies?

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mvarcox@mvarcox

2Wk

@financial_wizard_1039 If you want to bet on some safer blue chips I really like $AMZN at around 210 (I averaged up at 214 myself) and also $GOOGL looks very interesting bellow 175 in my opinion! No financial advice but maybe worth a look!

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mvarcox@mvarcox

2Wk

@financial_wizard_1039 if you mean Dividend Growth I cant really tell you to be honest! :)

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financial_wizard_1039@financial_wizard_1039

2Wk

@mvarcox Just growth, thanks so much for the help!

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Sidespin1976@Sidespin1976

2Wk

I like the strategy of accumulation plans, but you continue to be quite exposed on mamma italia :)

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Frasgaa@Frasgaa

2Wk

@Sidespin1976 You're right, especially when I started I used to buy only ITA stocks, now just to diversify I leave individual stocks on one side for a while and concentrate on ETFs ahahah

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Sidespin1976@Sidespin1976

2Wk

@Frasgaa take a look at uk , there is no double taxation ... I made an entry at $IUKD just yesterday because for some time in the usa I don't put anything else there except sudden market swings that if they happen ... I have my rifle pointed because I have a lot of liquidity

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Mansitos@Mansitos

2Wk

@Frasgaa Good choice, in addition to the Italian exposure, you seem to me exposed to a few single stocks, always follow the good old principle of diversification for long-run, then with a part of the portfolio you can ""bet"" on single stocks!

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Pino N.@Pinos

2Wk

Also evaluate the fidelity global quality income fgqi

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Frasgaa@Frasgaa

2Wk

@Pinos thanks for the advice! It was one of the ones removed but I admit it's the one I've been most in doubt about ever ahahah

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