1Año·

Strategy update

Hi all

here's some info on my strategy, it's core-satellite method

ETF's is the biggest part with

Core:

$VUSA (+0,09 %) & $VEUR (-0,81 %)


Satellite:

$ASWC (-1,82 %) & $DFEN (-2,75 %) as Defense investing, due to EU pulling 5% of GDP with 2030 target

$IGLN (-0,56 %) for the gold exposure, minimizing downtrend when markets drop

$JEGP (+0,6 %) to make use of market volatility as source of income

$TDIV (-0,72 %) past performance is great, dividends of 3-4% always nice income


Individual stocks: mostly dividend stocks as we can deduct €240-region of dividend income of those indidual stocks, sadly not of ETF's.


$$KBC (-2,48 %) is marked as pension plan. I do work for KBC and once a yearn i can buy stocks and deduct some of it from my taxes, also buying on cheaper prices.

$UNP (-0,57 %) will be a good long-term hold as america is still the biggest, and with trump it should have some long-term growth in it.

$ARCAD (-2,9 %) is a value play, aiming to sell around €58, but in meantime, giving dividend to deduct taxes.

$JNJ: (+1,71 %) always good to have this one, great long-term hold and steady source of dividends

$ASML (-1,24 %) : love this stock, it's a monopoly and is growing strongly, keeping this as long as i like the progress

attachment
8
4 Comentarios

Beautiful portfolio
•
1
•
Imagen de perfil
@Baklapverkoper it's not fully build yet, but the idea is good i think
••
Imagen de perfil
Looks good
••
Neat
••
Únase a la conversación