2Lun·

Portfolio Streamlining

I've been thinking for a while now about selling all my individual stocks and just continuing to invest in my three ETFs ($IWDA (-0,82 %) , $VHYL (-0,38 %) , $TDIV (-0,06 %) ) in order to be in a more stable position for the future. Most of my holdings are already included in at least one of the three ETFs anyway. Today I took the next step and $MRK (-1,86 %) , $6501 (-0,86 %) and $WUW (-0,53 %) sold off to increase my position in $VHYL (-0,38 %) . In the long term (> 5 years), this strategy should pay off.

What do you think of this strategy?

11Puestos

33,67 %

3 Comentarios

A@nitroxx

2Lun

I can understand that; I've already rebalanced 25 positions in ETFs this year, and Merck is also one of my dividend ETF candidates.

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Ruben Schoff@Sand

2Lun

@nitroxx Same here... I used to only have individual stocks, but now I realize that an ETF portfolio is just as important. MSCI ACWI, iMi ACC, and FTSE High Dividend in a 65-to-35 ratio.

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FinanzMechaNik@FinanzMechaNikk

1Lun

I can totally understand your decision. I've decided to hold on to a few stocks myself, but they should mostly be "no-brainers"—high-quality stocks with a moat—and make up no more than 30% of my portfolio.

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