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Hello everyone,

I'm from Spain and I'm following a dividend investment strategy as I want to take advantage of the relatively low tax burden of only 19% on dividends in Spain. My portfolio is a combination of ETFs and individual stocks, trying to find a balance between growth and high dividends, as well as between developed and emerging markets.

First, an overview of my ETFs, which I can divide into two categories:

Emerging Markets:
$IEEM (-0,98 %)
iShares MSCI EM ETF: Growth-oriented (Growth)
$HDEM (-1,09 %) Invesco FTSE EM High Dividend Low Volatility ETF: High dividend yield (High Yield)

Developed Markets:
$ISPA (-0,57 %)
iShares STOXX Global Select Dividend 100: High dividend yield (High Yield)
$GGRP (-0,62 %)
WisdomTree Global Quality Div Growth: Growth-oriented (Growth)

These ETFs cover different regions and strategies: some focus on dividend growth, while others target high dividend yields. I also have positions in both emerging and developed markets.

My individual stocks:

$O (+0,72 %)
Realty Income because it is the typical dividend stock that almost everyone has and it is known for stable monthly distributions.
$EOG (-1,83 %)
Resources I like because of its strong ability to grow dividends and solid growth potential in the energy sector.
$CB (-0,75 %)
Chubb Limited I have included in my portfolio because Warren Buffet has invested in them. They also offer good dividend growth and have strong upside potential.

I would be very interested to hear your thoughts: Do you think this strategy has potential for success in the long term? Are there areas where I might need to diversify or consider a different approach?

Thanks in advance for your opinions!

This text was created with the help of artificial intelligence, as I am not a native speaker of German.

Hebel-Horst@DoppelSchlechtMinus

3Lun

You can also simply write in Spanish here and it will automatically be translated quite well.
The overall performance of $HDEM is just horrible. For EM dividends I would rather use $PEH or $DEMD. And for my taste, your portfolio has too little Developed Markets Growth, for which $HMWO would be a good addition.

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Alpalaka@Alpalaka

@Dividensenmann but then the range is missing :)

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Jose@dividend_dynamo_231

@Dividensenmann Thanks for your recommendations! I have been comparing PEH and DEMD on JustETF and am thinking of replacing HDEM with PEH or DEMD. However, I see that DEMD has a very high dividend yield and I'm not sure if it's a "yield trap". Nevertheless, it seems to be performing at the same pace as PEH. I will definitely investigate this further.

Thanks again!

David@DerUnwissende

High yield etf performance is always miserable. You can also simply use a msci world or fste allword as a spinner.

@DerUnwissende

Thanks for your suggestion! I actually find this approach interesting - using the MSCI World as the basis of the strategy and holding the remaining positions as additions in smaller proportions. I will definitely look into this more closely and see how it fits into my portfolio.

Thanks again for your input!

Nurse@NurseTrader

1Lun

Estás en negativo este año, yo cambiaría algo de tu cartera. No va bien