If I were you, I would first clean up the portfolio and then see where the dividends are best stored.
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@Pezi just because it doesn't correspond to your strategy, he doesn't HAVE to do anything
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•@Ayecaramba256 The contributor has asked for opinions/procedures of other users and @Pezi has described how he would do it if it were his depot.
And if I quote you: "But one question: why so many different ETFs? It doesn't make sense to me". You are agreeing with the statement from @Pezi. Clean up and then see where you reinvest the dividends (according to your statement via a savings plan).
And I agree with @Pezi, clean up first. The portfolio is a mess. Confusing, all the overlaps and correlation...
I would invest the dividends in an ETF via a savings plan (averaged over the annual dividend).
And if I quote you: "But one question: why so many different ETFs? It doesn't make sense to me". You are agreeing with the statement from @Pezi. Clean up and then see where you reinvest the dividends (according to your statement via a savings plan).
And I agree with @Pezi, clean up first. The portfolio is a mess. Confusing, all the overlaps and correlation...
I would invest the dividends in an ETF via a savings plan (averaged over the annual dividend).
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•@Pezi Honestly - with 250k you can definitely have a few more positions in your portfolio...
The composition doesn't look random either...
Maybe it's just a different strategy than your own...
The composition doesn't look random either...
Maybe it's just a different strategy than your own...
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And on top of that, there are 2 portfolios - from my husband and myself, which I now manage on my own out of interest. However, I have already mentioned in my article that I need to sort things out
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•@Ayecaramba256 Where did I write anything about must and how do you know my strategy?
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@Pezi You're right.
I just don't see the need to "muck out" in general.
Even the overlap of etfs and their simultaneous existence can have reasons...
I just don't see the need to "muck out" in general.
Even the overlap of etfs and their simultaneous existence can have reasons...
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•@Pezi Yes, it was a gift of shares, my husband and I have merged our portfolios and somehow I'm having trouble selling anything. But I've already thought about 10 positions that I want to get rid of
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@Roots You're actually right. I already had something in mind. But I'll soon have a look at what I can get out of smaller individual share positions. I just always find it difficult here that it's considered the ultimate goal to have a nice clean portfolio. If you have more than 20 positions you are immediately chaotic and with 3 positions "oh how great, what a clean portfolio"
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@Hansetradee yes, it's always a fine line...
Except for the mini positions, I think your portfolio is 👍...
And you also have to bear in mind that it's 250k... I wouldn't be comfortable with 10 positions at 25k, for example...
But it's all a matter of taste...
Except for the mini positions, I think your portfolio is 👍...
And you also have to bear in mind that it's 250k... I wouldn't be comfortable with 10 positions at 25k, for example...
But it's all a matter of taste...
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