Marcus · 2024-01-15T16:05:30.350588Z

$PSRW , $PEH , $PEF , $PFT gleich gewichtet, für regelmäßiges Dividendeneinkommen inklusive Dividenden Wachstum und trotzdem noch halbwegs akzeptable Kursgewinne. Haut ma eure Meinung raus dazu! Danke 🙏 Gern auch alternative Vorschläge.

@_marcuz_

1Yr·

$PSRW (-0.41%) , $PEH (+0.04%) , $PEF (-0.47%) , $PFT (-0.61%) equally weighted, for regular dividend income including dividend growth and still reasonably acceptable price gains.

Let's hear your opinion! Thank you 🙏

Alternative suggestions also welcome.

14 Comments

Alpalaka@Alpalaka

1Yr

never heard them before...

Is the TER information on Getquin correct?
If so, why don't you invest in cheaper alternatives?

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Marcus@_marcuz_

1Yr

@Alpalaka Yes, the cost details are correct. What would be alternatives with similar criteria for you?

RAFI index

In our own type of RAFI index (Research Affiliates Fundamental Indexing), fundamental key figures such as sales, cash flow, dividends, book value and number of employees determine the weighting instead of pure market capitalization. This prevents an overweighting of overvalued shares.

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Alpalaka@Alpalaka

1Yr

@_marcuz_ Unfortunately, I don't have any up my sleeve :)

But why did you choose them?

If you compare them here in the benchmark, only the US1000 can keep up with the $IWDA. So you can see that an overweighting makes sense.

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Marcus@_marcuz_

1Yr

@Alpalaka due to dividend yield, diversification, dividend growth. Under the Rafi criteria above.

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Alpalaka@Alpalaka

1Yr

@_marcuz_ joa okay if you want to have the RAFI criteria in your portfolio, go for it :)

The EmergMarkets has made 20% since 09.
Europe has gained 50% since 09.
As far as I know, both figures include the dividend here on Getquin
The performance is rather so-so...

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ToDaMoon@randomdude

1Yr

@_marcuz_ You can also get such dividend yields with ETFs that perform well 🤷🏻‍♂️ And many of them are also capped to prevent outliers in the capitalization weighting.

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All-in-or-nothing@All-in-or-nothing

1Yr

@_marcuz_ and when it comes to the book value figure, you end up in the financial sector for the most part. Personally, it would be far too bank- or finance-heavy for me. What is almost as sensitive to interest rates and the economy as tech? That's right, finance😅. Then you can also take a standard all-world ETF, which performs significantly better, costs less and is still at least solid ausschüttet🤷🏼‍♂️. This approach makes little sense to me, sorry.

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Marcus@_marcuz_

1Yr

@randomdude please provide 1-2 examples.🙏

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Marcus@_marcuz_

1Yr

@Alpalaka No, this is performance without reinvesting dividends, so it is still on top.

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Marcus@_marcuz_

1Yr

@PassiveInvest good argument. 🙏

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ToDaMoon@randomdude

1Yr

@_marcuz_ Here, for example, I have a backtest with a dividend world portfolio. Annual rebalancing and optimized for a 3% dividend yield:
https://getqu.in/NBYCsx/ https://getqu.in/NBYCsx/
The performance with reinvested dividends should easily outperform an ACWI. Idea is a portfolio running largely on autopilot for the withdrawal phase.

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View all 2 further answers

Saarastronaut@Watzeklicker

1Yr

Actually, you already have everything in the first etf. Then you weight them all equally. So I would take a normal all world and then work with dividend and dividend growth ETFs.

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