5D·

Portfolio Update

Greetings, financial experts,

I have changed my portfolio again, I was a big fan of dividend stocks, but I have also switched to Dividend Growth. With stocks like $ADP (-0,63 %) , $RACE (+0,23 %) , $V (-0,35 %) , I have bought new stocks that I think are currently available at a good price. With $UNH (+0,02 %) really gave me a scare this week, but I'm still confident. I have completely detached myself from $VOW3 (-0,24 %) and $MBG (+0,57 %) although I would have liked to have taken the dividend from May, but I was up and, as I said, the above-mentioned shares were available at a good price. $VHYL (+0,32 %) but I am still looking for a good EM Dividend Etf, so I would be happy if you have some tips. Feel free to share your thoughts in general

34Puestos

10.660,66 €

4,77 %

12 Comentarios

Krush82@Krush82

No offense, but I wonder why you want to be a dividend hunter with the 10k portfolio. How should the portfolio be geared towards growth without you making larger deposits? The performance so far has been subterranean

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BigDaddy3006@BigDaddy3006

@Krush82 your comment got me thinking... I'm thinking that it's not a bad idea to have an etf, have 4-5 core stocks (that go for growth with dividends) and then reinvest everything... I was still thinking about putting all the smaller positions (except for my play stocks Rocket Lab , Iren etc) and into another etf EM. And the deposit can't be that high because most of it goes into my own home.

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Krush82@Krush82

@BigDaddy3006 sounds to me like a better setup than before - I would also keep RKLB and IREN, there is certainly potential for further doubling and if not, the loss will be limited.

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Stefan@Da_Fischi

EM Dividend ETF z.B. $DEMD

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S.A.U.@SAUgut777

If you're not putting in 1k to 1.5k per month via a savings plan, I would clean out the portfolio first if I were you. Far too many positions for the small portfolio size.

You can have a look at my portfolio, I've only been in it since 06/2023, I don't invest via savings plans, but monthly targeted individual purchases (500€), dividends this year are ~160€ on average per month (on top of the 500€), positions mostly all in the plus, portfolio has also survived the rough trumpan statements all well.

This doesn't mean that you should set it up in the same way, it's just to show you what's possible if you focus, stick to your strategy and follow your plan consistently.

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BigDaddy3006@BigDaddy3006

@SAUgut777 danke!

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Frank@BlueVelvet

Your stock selection is not bad per se, most of them are solid stocks. However, I would have too many positions given the size of my portfolio. I would liquidate everything under €300 and switch to an ETF (FTSE All World or MSCI if you want some growth, $TDIV or your dividend ETF for distributions - you can also combine 50% 'normal' ETF and 50% dividend ETF, for example). This way you swim with the market a little more, as with cherry-picking. If you have scaled up your ETF share to, say, 50%, you can also add or increase one or two raisins. This will make your portfolio clearer and you will perform better than before.

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BigDaddy3006@BigDaddy3006

@BlueVelvet OK, thank you !

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Alfred E.@Papiertiger

I would rather fritter away the time analyzing values in earning money/further education and then really put my money into it. A kebab more or less dividend is really irrelevant with a 10k deposit. Just imho.

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Kai@Dividenden-Sammler

well, $VHYL also has EM inside ...
but you can also take a look at $SEDY and $FYEQ.

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daddyinvestiert@daddyinvestiert

In my opinion, far too many positions for the size of the portfolio. Find 10 positions that are of good quality and fit your investment case, sell the rest and use them to build up your remaining positions.

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Dirk aus Stade@dirko68

Well, I'm definitely not an expert and even after a few years (I've been active since 2021) I certainly don't see myself as an expert and I've also paid my dues, but with you I would say: back and forth makes cash empty. Too much movement in too small a portfolio.

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